WA
ALTR

WFG Advisors’s Altera Corp ALTR Stock Holding History

WFG 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
-55
Closed -$3K – 1745
2015
Q3 		$3K Hold
55
– – ﹤0.01% 1378
2015
Q2 		$3K Buy
+55
New +$2.56K ﹤0.01% 1451
2014
Q1 		– Sell
-608
Closed -$20K – 2365
2013
Q4 		$20K Buy
608
+2
+0.3% +$67 ﹤0.01% 1357
2013
Q3 		$23K Sell
606
-658
-52% -$23.6K ﹤0.01% 1228
2013
Q2 		$42K Buy
+1,264
New +$41.4K 0.01% 957

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