YIA
ALTR

YHB Investment Advisors’s Altera Corp ALTR Stock Holding History

YHB Investment 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
-53,100
Closed -$2.66M – 168
2015
Q3 		$2.66M Hold
53,100
– – 0.63% 52
2015
Q2 		$2.72M Buy
53,100
+16,950
+47% +$790K 0.59% 59
2015
Q1 		$1.55M Sell
36,150
-1,250
-3% -$44.7K 0.35% 80
2014
Q4 		$1.38M Buy
37,400
+800
+2% +$28.3K 0.32% 86
2014
Q3 		$1.31M Buy
36,600
+200
+0.5% +$6.96K 0.31% 86
2014
Q2 		$1.26M Buy
36,400
+700
+2% +$23.7K 0.31% 88
2014
Q1 		$1.29M Sell
35,700
-1,450
-4% -$49.8K 0.33% 83
2013
Q4 		$1.21M Hold
37,150
– – 0.32% 87
2013
Q3 		$1.38M Sell
37,150
-275
-0.7% -$9.86K 0.41% 81
2013
Q2 		$1.24M Buy
+37,425
New +$1.23M 0.38% 83

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

YHB Investment Advisors's ALTR Position: Q4 2015 in Review

YHB Investment Advisors sold out of Altera Corp (ALTR) in Q4 2015, closing a stake of 53,100 shares — an estimated $2.66M sold.

YHB Investment Advisors first reported a position in ALTR in Q2 2013 and held it in 10 quarters. The position peaked at $2.72M in Q2 2015. 3 funds tracked by Wall St. Rank hold ALTR as of Q4 2015.

  • YHB Investment Advisors reported no remaining Altera Corp position as of Q4 2015 after selling out during the quarter.
  • YHB Investment Advisors sold 53,100 Altera Corp shares in Q4 2015, an estimated $2.66M.
  • YHB Investment Advisors first reported a position in Altera Corp in Q2 2013 and held it in 10 quarters.
  • YHB Investment Advisors's Altera Corp position peaked at $2.72M in Q2 2015.
  • 3 funds tracked by Wall St. Rank held Altera Corp as of Q4 2015.

Based on YHB Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.