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Baystate Wealth Management’s ATI ATI Stock Holding History

Baystate Wealth Management’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-125
Closed -$3K – 679
2018
Q3 		$3K Hold
125
– – ﹤0.01% 482
2018
Q2 		$3K Hold
125
– – ﹤0.01% 498
2018
Q1 		$3K Buy
+125
New +$3.35K ﹤0.01% 463

Other funds holding ATI

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Baystate Wealth Management's ATI Position: Q4 2018 in Review

Baystate Wealth Management sold out of ATI (ATI) in Q4 2018, closing a stake of 125 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in ATI in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 284 funds tracked by Wall St. Rank hold ATI as of Q4 2018.

  • Baystate Wealth Management reported no remaining ATI position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 125 ATI shares in Q4 2018, an estimated $3K.
  • Baystate Wealth Management first reported a position in ATI in Q1 2018 and held it in 3 quarters.
  • Baystate Wealth Management's ATI position peaked at $3K in Q3 2018.
  • 284 funds tracked by Wall St. Rank held ATI as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.