RFS
ALTR

Rockefeller Financial Services’s Altera Corp ALTR Stock Holding History

Rockefeller Financial Services’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-61
Closed -$2K – 636
2014
Q2 		$2K Buy
+61
New +$2.06K ﹤0.01% 566

Other funds holding ALTR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Rockefeller Financial Services's ALTR Position: Q3 2014 in Review

Rockefeller Financial Services sold out of Altera Corp (ALTR) in Q3 2014, closing a stake of 61 shares — an estimated $2K sold.

Rockefeller Financial Services first reported a position in ALTR in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 419 funds tracked by Wall St. Rank hold ALTR as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Altera Corp position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 61 Altera Corp shares in Q3 2014, an estimated $2K.
  • Rockefeller Financial Services first reported a position in Altera Corp in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Altera Corp position peaked at $2K in Q2 2014.
  • 419 funds tracked by Wall St. Rank held Altera Corp as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.