Atria Investments’s Vonage Holdings Corporation VG Stock Holding History

Atria Investments’s Portfolio VG Stock Details VG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-14,597	Closed	-$96K	–	707
2016 Q3	$96K	Sell	14,597 -4,476	-23%	-$26.9K	0.01%	536
2016 Q2	$108K	Sell	19,073 -2,005	-10%	-$9.46K	0.01%	459
2016 Q1	$96K	Buy	21,078 +2,538	+14%	+$12.5K	0.01%	435
2015 Q4	$96K	Sell	18,540 -35	-0.2%	-$217	0.01%	393
2015 Q3	$109K	Buy	18,575 +969	+6%	+$5.5K	0.02%	339
2015 Q2	$86K	Buy	+17,606	New	+$84.6K	0.01%	392
2014 Q4	–	Sell	-50,517	Closed	-$166K	–	499
2014 Q3	$166K	Buy	+50,517	New	+$175K	0.02%	447

Other funds holding VG

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Atria Investments's VG Position: Q4 2016 in Review

Atria Investments sold out of Vonage Holdings Corporation (VG) in Q4 2016, closing a stake of 14,597 shares — an estimated $96K sold.

Atria Investments first reported a position in VG in Q3 2014 and held it in 7 quarters. The position peaked at $166K in Q3 2014. 201 funds tracked by Wall St. Rank hold VG as of Q4 2016.

Atria Investments reported no remaining Vonage Holdings Corporation position as of Q4 2016 after selling out during the quarter.
Atria Investments sold 14,597 Vonage Holdings Corporation shares in Q4 2016, an estimated $96K.
Atria Investments first reported a position in Vonage Holdings Corporation in Q3 2014 and held it in 7 quarters.
Atria Investments's Vonage Holdings Corporation position peaked at $166K in Q3 2014.
201 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q4 2016.

Based on Atria Investments's 13F filing for Q4 2016, filed 13 Jan 2017.