Archford Capital Strategies’s ATI ATI Stock Holding History

Archford Capital Strategies’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-156	Closed	-$4K	–	236
2019 Q2	$4K	Hold	156	–	–	﹤0.01%	475
2019 Q1	$4K	Buy	156 +91	+140%	+$2.4K	﹤0.01%	444
2018 Q4	$1K	Hold	65	–	–	﹤0.01%	483
2018 Q3	$2K	Hold	65	–	–	﹤0.01%	487
2018 Q2	$2K	Hold	65	–	–	﹤0.01%	575
2018 Q1	$2K	Buy	+65	New	+$1.74K	﹤0.01%	509
2017 Q2	–	Sell	-65	Closed	-$1K	–	227
2017 Q1	$1K	Hold	65	–	–	﹤0.01%	637
2016 Q4	$1K	Hold	65	–	–	﹤0.01%	555
2016 Q3	$1K	Sell	65 -65	-50%	-$1.08K	﹤0.01%	575
2016 Q2	$2K	Buy	+130	New	+$1.86K	﹤0.01%	575
2016 Q1	–	Sell	-130	Closed	-$2K	–	207
2015 Q4	$2K	Hold	130	–	–	﹤0.01%	684
2015 Q3	$2K	Buy	130 +65	+100%	+$1.35K	﹤0.01%	545
2015 Q2	$2K	Hold	65	–	–	﹤0.01%	474
2015 Q1	$1.95K	Hold	65	–	–	﹤0.01%	537
2014 Q4	$2K	Hold	65	–	–	﹤0.01%	499
2014 Q3	$2K	Hold	65	–	–	﹤0.01%	487
2014 Q2	$2.93K	Hold	65	–	–	﹤0.01%	594
2014 Q1	$2.45K	Buy	+65	New	+$2.19K	﹤0.01%	623

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Archford Capital Strategies's ATI Position: Q3 2019 in Review

Archford Capital Strategies sold out of ATI (ATI) in Q3 2019, closing a stake of 156 shares — an estimated $4K sold.

Archford Capital Strategies first reported a position in ATI in Q1 2014 and held it in 18 quarters. The position peaked at $4K in Q2 2019. 277 funds tracked by Wall St. Rank hold ATI as of Q3 2019.

Archford Capital Strategies reported no remaining ATI position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 156 ATI shares in Q3 2019, an estimated $4K.
Archford Capital Strategies first reported a position in ATI in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's ATI position peaked at $4K in Q2 2019.
277 funds tracked by Wall St. Rank held ATI as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.