UCFA
ALTR

United Capital Financial Advisors’s Altera Corp ALTR Stock Holding History

United Capital Financial Advisors’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
-5,593
Closed -$280K – 1332
2015
Q3 		$280K Buy
+5,593
New +$278K ﹤0.01% 1075

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

United Capital Financial Advisors's ALTR Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Altera Corp (ALTR) in Q4 2015, closing a stake of 5,593 shares — an estimated $280K sold.

United Capital Financial Advisors first reported a position in ALTR in Q3 2015 and held it in 1 quarter. The position peaked at $280K in Q3 2015. 3 funds tracked by Wall St. Rank hold ALTR as of Q4 2015.

  • United Capital Financial Advisors reported no remaining Altera Corp position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,593 Altera Corp shares in Q4 2015, an estimated $280K.
  • United Capital Financial Advisors first reported a position in Altera Corp in Q3 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Altera Corp position peaked at $280K in Q3 2015.
  • 3 funds tracked by Wall St. Rank held Altera Corp as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.