Archford Capital Strategies’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-80	Closed	-$4K	–	741
2016 Q2	$4K	Buy	+80	New	+$3.06K	﹤0.01%	540
2016 Q1	–	Sell	-80	Closed	-$4K	–	659
2015 Q4	$4K	Hold	80	–	–	﹤0.01%	625
2015 Q3	$2K	Buy	80 +40	+100%	+$1.38K	﹤0.01%	573
2015 Q2	$1K	Hold	40	–	–	﹤0.01%	635
2015 Q1	$1.5K	Hold	40	–	–	﹤0.01%	586
2014 Q4	$2K	Sell	40 -26	-39%	-$968	﹤0.01%	554
2014 Q3	$2K	Hold	66	–	–	﹤0.01%	549
2014 Q2	$2.25K	Buy	+66	New	+$2.21K	﹤0.01%	664

Other funds holding CATM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Archford Capital Strategies's CATM Position: Q3 2016 in Review

Archford Capital Strategies sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q3 2016, closing a stake of 80 shares — an estimated $4K sold.

Archford Capital Strategies first reported a position in CATM in Q2 2014 and held it in 8 quarters. The position peaked at $4K in Q2 2016. 213 funds tracked by Wall St. Rank hold CATM as of Q3 2016.

Archford Capital Strategies reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q3 2016 after selling out during the quarter.
Archford Capital Strategies sold 80 Cardtronics plc Class A Ordinary Shares (UK) shares in Q3 2016, an estimated $4K.
Archford Capital Strategies first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q2 2014 and held it in 8 quarters.
Archford Capital Strategies's Cardtronics plc Class A Ordinary Shares (UK) position peaked at $4K in Q2 2016.
213 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q3 2016.

Based on Archford Capital Strategies's 13F filing for Q3 2016, filed 14 Nov 2016.