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Archford Capital Strategies’s AptarGroup ATR Stock Holding History

Archford Capital Strategies’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
2018
Q3 		– Sell
-23
Closed -$2K – 537
2018
Q2 		$2K Hold
23
– – ﹤0.01% 576
2018
Q1 		$2K Buy
+23
New +$2.03K ﹤0.01% 510
2017
Q2 		– Sell
-23
Closed -$2K – 229
2017
Q1 		$2K Buy
+23
New +$1.72K ﹤0.01% 580
2016
Q4 		– Sell
-32
Closed -$2K – 640
2016
Q3 		$2K Sell
32
-32
-50% -$2.5K ﹤0.01% 516
2016
Q2 		$6K Buy
+64
New +$4.95K ﹤0.01% 437
2016
Q1 		– Sell
-64
Closed -$6K – 209
2015
Q4 		$6K Hold
64
– – ﹤0.01% 511
2015
Q3 		$4K Buy
64
+20
+45% +$1.33K ﹤0.01% 455
2015
Q2 		$3K Hold
44
– – ﹤0.01% 418
2015
Q1 		$2.79K Hold
44
– – ﹤0.01% 467
2014
Q4 		$3K Hold
44
– – ﹤0.01% 429
2014
Q3 		$3K Hold
44
– – ﹤0.01% 433
2014
Q2 		$2.95K Buy
+44
New +$2.92K ﹤0.01% 590

Other funds holding ATR

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return