Sumitomo Mitsui Trust Group
ALTR

Sumitomo Mitsui Trust Group’s Altera Corp ALTR Stock Holding History

Sumitomo Mitsui Trust Group’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
-797,807
Closed -$40M – 899
2015
Q3 		$40M Buy
797,807
+6,818
+0.9% +$339K 0.08% 301
2015
Q2 		$40.5M Buy
790,989
+3,020
+0.4% +$141K 0.07% 309
2015
Q1 		$33.8M Buy
787,969
+45,266
+6% +$1.62M 0.06% 366
2014
Q4 		$27.8M Sell
742,703
-21,096
-3% -$746K 0.05% 397
2014
Q3 		$27.3M Sell
763,799
-9
-0% -$313 0.05% 395
2014
Q2 		$26.6M Sell
763,808
-36,793
-5% -$1.24M 0.05% 402
2014
Q1 		$29M Sell
800,601
-19,912
-2% -$684K 0.06% 372
2013
Q4 		$26.6M Sell
820,513
-28,842
-3% -$966K 0.06% 400
2013
Q3 		$31.6M Sell
849,355
-11,642
-1% -$418K 0.07% 340
2013
Q2 		$28.4M Buy
+860,997
New +$28.2M 0.06% 352

Other funds holding ALTR

PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 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

Sumitomo Mitsui Trust Group's ALTR Position: Q4 2015 in Review

Sumitomo Mitsui Trust Group sold out of Altera Corp (ALTR) in Q4 2015, closing a stake of 797,807 shares — an estimated $40M sold.

Sumitomo Mitsui Trust Group first reported a position in ALTR in Q2 2013 and held it in 10 quarters. The position peaked at $40.5M in Q2 2015. 3 funds tracked by Wall St. Rank hold ALTR as of Q4 2015.

  • Sumitomo Mitsui Trust Group reported no remaining Altera Corp position as of Q4 2015 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 797,807 Altera Corp shares in Q4 2015, an estimated $40M.
  • Sumitomo Mitsui Trust Group first reported a position in Altera Corp in Q2 2013 and held it in 10 quarters.
  • Sumitomo Mitsui Trust Group's Altera Corp position peaked at $40.5M in Q2 2015.
  • 3 funds tracked by Wall St. Rank held Altera Corp as of Q4 2015.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2015, filed 9 Feb 2016.