Atwood & Palmer’s Under Armour UAA Stock Holding History

Atwood & Palmer’s Portfolio UAA Stock Details UAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-137	Closed	-$5K	–	339
2016 Q3	$5K	Hold	137	–	–	﹤0.01%	288
2016 Q2	$5K	Sell	137 -1,945	-93%	-$77.7K	﹤0.01%	275
2016 Q1	$88K	Hold	2,082	–	–	0.02%	147
2015 Q4	$84K	Buy	2,082 +1,224	+143%	+$55.8K	0.02%	173
2015 Q3	$42K	Buy	858 +584	+213%	+$27.8K	0.01%	204
2015 Q2	$11K	Buy	+274	New	+$11.1K	﹤0.01%	286

Other funds holding UAA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BIT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BFA

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

Atwood & Palmer's UAA Position: Q4 2016 in Review

Atwood & Palmer sold out of Under Armour (UAA) in Q4 2016, closing a stake of 137 shares — an estimated $5K sold.

Atwood & Palmer first reported a position in UAA in Q2 2015 and held it in 6 quarters. The position peaked at $88K in Q1 2016. 554 funds tracked by Wall St. Rank hold UAA as of Q4 2016.

Atwood & Palmer reported no remaining Under Armour position as of Q4 2016 after selling out during the quarter.
Atwood & Palmer sold 137 Under Armour shares in Q4 2016, an estimated $5K.
Atwood & Palmer first reported a position in Under Armour in Q2 2015 and held it in 6 quarters.
Atwood & Palmer's Under Armour position peaked at $88K in Q1 2016.
554 funds tracked by Wall St. Rank held Under Armour as of Q4 2016.

Based on Atwood & Palmer's 13F filing for Q4 2016, filed 6 Feb 2017.