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 $6.36B AUM 28.76% 1-Year Est. Return

Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

WFG Advisors's ALTR Position: Q4 2015 in Review

WFG Advisors sold out of Altera Corp (ALTR) in Q4 2015, closing a stake of 55 shares — an estimated $3K sold.

WFG Advisors first reported a position in ALTR in Q2 2013 and held it in 5 quarters. The position peaked at $42K in Q2 2013. 3 funds tracked by Wall St. Rank hold ALTR as of Q4 2015.

WFG Advisors reported no remaining Altera Corp position as of Q4 2015 after selling out during the quarter.
WFG Advisors sold 55 Altera Corp shares in Q4 2015, an estimated $3K.
WFG Advisors first reported a position in Altera Corp in Q2 2013 and held it in 5 quarters.
WFG Advisors's Altera Corp position peaked at $42K in Q2 2013.
3 funds tracked by Wall St. Rank held Altera Corp as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.