AI
MN

Atria Investments’s MANNING & NAPIER, INC. MN Stock Holding History

Atria Investments’s Portfolio MN Stock Details MN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-15,674
Closed -$118K – 727
2016
Q4 		$118K Buy
15,674
+2,388
+18% +$17.7K 0.01% 620
2016
Q3 		$94K Buy
+13,286
New +$107K 0.01% 537

Other funds holding MN

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Atria Investments's MN Position: Q1 2017 in Review

Atria Investments sold out of MANNING & NAPIER, INC. (MN) in Q1 2017, closing a stake of 15,674 shares — an estimated $118K sold.

Atria Investments first reported a position in MN in Q3 2016 and held it in 2 quarters. The position peaked at $118K in Q4 2016. 82 funds tracked by Wall St. Rank hold MN as of Q1 2017.

  • Atria Investments reported no remaining MANNING & NAPIER, INC. position as of Q1 2017 after selling out during the quarter.
  • Atria Investments sold 15,674 MANNING & NAPIER, INC. shares in Q1 2017, an estimated $118K.
  • Atria Investments first reported a position in MANNING & NAPIER, INC. in Q3 2016 and held it in 2 quarters.
  • Atria Investments's MANNING & NAPIER, INC. position peaked at $118K in Q4 2016.
  • 82 funds tracked by Wall St. Rank held MANNING & NAPIER, INC. as of Q1 2017.

Based on Atria Investments's 13F filing for Q1 2017, filed 14 Apr 2017.