Atria Investments’s Advisory Board Co ABCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-4,664
Closed -$250K 902
2017
Q3
$250K Sell
4,664
-1,494
-24% -$80.5K 0.01% 669
2017
Q2
$317K Buy
6,158
+113
+2% +$5.67K 0.02% 542
2017
Q1
$283K Sell
6,045
-142
-2% -$6.27K 0.02% 539
2016
Q4
$206K Buy
6,187
+1,025
+20% +$37.9K 0.02% 598
2016
Q3
$231K Buy
+5,162
New +$212K 0.02% 469

Atria Investments's ABCO Position: Q4 2017 in Review

Atria Investments sold out of Advisory Board Co (ABCO) in Q4 2017, closing a stake of 4,664 shares — an estimated $250K sold.

Atria Investments first reported a position in ABCO in Q3 2016 and held it in 5 quarters. The position peaked at $317K in Q2 2017. 0 funds tracked by Wall St. Rank hold ABCO as of Q4 2017.

  • Atria Investments reported no remaining Advisory Board Co position as of Q4 2017 after selling out during the quarter.
  • Atria Investments sold 4,664 Advisory Board Co shares in Q4 2017, an estimated $250K.
  • Atria Investments first reported a position in Advisory Board Co in Q3 2016 and held it in 5 quarters.
  • Atria Investments's Advisory Board Co position peaked at $317K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held Advisory Board Co as of Q4 2017.

Based on Atria Investments's 13F filing for Q4 2017, filed 16 Jan 2018.