BCWM
ATH

Bartlett & Co Wealth Management’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Bartlett & Co Wealth Management’s Portfolio ATH Stock Details ATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7
Closed -$301 – 955
2019
Q2 		$301 Buy
+7
New +$302 ﹤0.01% 739

Other funds holding ATH

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co Wealth Management's ATH Position: Q3 2019 in Review

Bartlett & Co Wealth Management sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q3 2019, closing a stake of 7 shares — an estimated $301 sold.

Bartlett & Co Wealth Management first reported a position in ATH in Q2 2019 and held it in 1 quarter. The position peaked at $301 in Q2 2019. 299 funds tracked by Wall St. Rank hold ATH as of Q3 2019.

  • Bartlett & Co Wealth Management reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q3 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 7 Athene Holding Ltd. Class A Common Shares shares in Q3 2019, an estimated $301.
  • Bartlett & Co Wealth Management first reported a position in Athene Holding Ltd. Class A Common Shares in Q2 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Athene Holding Ltd. Class A Common Shares position peaked at $301 in Q2 2019.
  • 299 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q3 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2019, filed 13 Feb 2024.