Apriem Advisors’s AptarGroup ATR Stock Holding History

Apriem Advisors’s Portfolio ATR Stock Details ATR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-54	Closed	-$4K	–	666
2016 Q4	$4K	Hold	54	–	–	﹤0.01%	521
2016 Q3	$4K	Buy	+54	New	+$4.22K	﹤0.01%	471

Other funds holding ATR

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Apriem Advisors's ATR Position: Q1 2017 in Review

Apriem Advisors sold out of AptarGroup (ATR) in Q1 2017, closing a stake of 54 shares — an estimated $4K sold.

Apriem Advisors first reported a position in ATR in Q3 2016 and held it in 2 quarters. The position peaked at $4K in Q4 2016. 312 funds tracked by Wall St. Rank hold ATR as of Q1 2017.

Apriem Advisors reported no remaining AptarGroup position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 54 AptarGroup shares in Q1 2017, an estimated $4K.
Apriem Advisors first reported a position in AptarGroup in Q3 2016 and held it in 2 quarters.
Apriem Advisors's AptarGroup position peaked at $4K in Q4 2016.
312 funds tracked by Wall St. Rank held AptarGroup as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.