SRC
ALTR

Shufro Rose & Co’s Altera Corp ALTR Stock Holding History

Shufro Rose & Co’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
2015
Q4 		– Sell
-20,150
Closed -$1.01M – 267
2015
Q3 		$1.01M Sell
20,150
-50
-0.2% -$2.49K 0.12% 110
2015
Q2 		$1.03M Sell
20,200
-526,215
-96% -$24.5M 0.11% 116
2015
Q1 		$23.4M Buy
546,415
+2,920
+0.5% +$104K 2.41% 6
2014
Q4 		$20.1M Buy
543,495
+21,635
+4% +$765K 2.04% 12
2014
Q3 		$18.7M Buy
521,860
+5,945
+1% +$207K 1.94% 12
2014
Q2 		$17.9M Buy
+515,915
New +$17.4M 1.84% 13

Other funds holding ALTR

PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM