Latest statistics and disclosures from Alta Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGSH, VOO, VEU, SIMO, and represent 100.00% of Alta Advisers's stock portfolio.
- Added to shares of these 1 stocks: VGSH.
- Reduced shares in these 2 stocks: VOO, VEU.
- Alta Advisers was a net seller of stock by $-6.3M.
- Alta Advisers has $134M in assets under management (AUM), dropping by 1.63%.
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Portfolio Holdings for Alta Advisers
Companies in the Alta Advisers portfolio as of the December 2020 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Vanguard Short-term Treasury E Shtrm Gvt Bd Etf (VGSH)||48.4||$65M||1.1M||61.60|
|Vanguard Index Fds S&p 500 Etf Shs (VOO)||29.4||$39M||-8%||115k||343.69|
|Mfc Vanguard Intl Equity Index Fds Allwrld Ex Us (VEU)||22.1||$30M||-8%||509k||58.36|
|Adr Silicon Motion Technology Corp Sponsored Adr Repstg Sponsored Adr Repstg Shs (SIMO)||0.1||$120k||2.5k||48.00|
Past Filings by Alta Advisers
SEC 13F filings are viewable for Alta Advisers going back to 2011
- Alta Advisers 2020 Q4 filed Jan. 13, 2021
- Alta Advisers 2020 Q3 filed Nov. 6, 2020
- Alta Advisers 2020 Q2 filed Aug. 5, 2020
- Alta Advisers 2020 Q1 filed May 13, 2020
- Alta Advisers 2019 Q4 filed Feb. 4, 2020
- Alta Advisers 2019 Q3 filed Nov. 5, 2019
- Alta Advisers 2019 Q2 filed Aug. 7, 2019
- Alta Advisers 2019 Q1 filed May 7, 2019
- Alta Advisers 2018 Q4 filed Feb. 11, 2019
- Alta Advisers 2017 Q3 filed Nov. 13, 2017
- Alta Advisers 2017 Q2 filed Aug. 7, 2017
- Alta Advisers 2017 Q1 filed May 11, 2017
- Alta Advisers 2016 Q4 filed Feb. 8, 2017
- Alta Advisers 2016 Q3 filed Nov. 1, 2016
- Alta Advisers 2016 Q2 filed Aug. 9, 2016
- Alta Advisers 2016 Q1 filed May 3, 2016