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Atria Investments’s Mistras Group MG Stock Holding History

Atria Investments’s Portfolio MG Stock Details MG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,012
Closed -$158K – 1000
2018
Q4 		$158K Sell
11,012
-3,209
-23% -$56.4K 0.01% 838
2018
Q3 		$308K Buy
14,221
+3,858
+37% +$83.5K 0.01% 760
2018
Q2 		$196K Buy
+10,363
New +$202K 0.01% 919

Other funds holding MG

BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's MG Position: Q1 2019 in Review

Atria Investments sold out of Mistras Group (MG) in Q1 2019, closing a stake of 11,012 shares — an estimated $158K sold.

Atria Investments first reported a position in MG in Q2 2018 and held it in 3 quarters. The position peaked at $308K in Q3 2018. 94 funds tracked by Wall St. Rank hold MG as of Q1 2019.

  • Atria Investments reported no remaining Mistras Group position as of Q1 2019 after selling out during the quarter.
  • Atria Investments sold 11,012 Mistras Group shares in Q1 2019, an estimated $158K.
  • Atria Investments first reported a position in Mistras Group in Q2 2018 and held it in 3 quarters.
  • Atria Investments's Mistras Group position peaked at $308K in Q3 2018.
  • 94 funds tracked by Wall St. Rank held Mistras Group as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.