WEC
ALTR

Winslow Evans & Crocker’s Altera Corp ALTR Stock Holding History

Winslow Evans & Crocker’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
-6,500
Closed -$326K – 1413
2015
Q3 		$326K Hold
6,500
– – 0.1% 206
2015
Q2 		$333K Sell
6,500
-100
-2% -$4.66K 0.09% 223
2015
Q1 		$283K Hold
6,600
– – 0.08% 252
2014
Q4 		$244K Hold
6,600
– – 0.07% 263
2014
Q3 		$236K Hold
6,600
– – 0.07% 280
2014
Q2 		$229K Hold
6,600
– – 0.08% 242
2014
Q1 		$239K Buy
6,600
+300
+5% +$10.3K 0.08% 242
2013
Q4 		$205K Buy
+6,300
New +$211K 0.07% 277

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