Bingham Osborn & Scarborough’s ATI ATI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-10,973
Closed -$331K 112
2015
Q2
$331K Sell
10,973
-3,500
-24% -$106K 0.04% 83
2015
Q1
$434K Sell
14,473
-8,602
-37% -$258K 0.05% 73
2014
Q4
$802K Hold
23,075
0.1% 52
2014
Q3
$856K Hold
23,075
0.11% 45
2014
Q2
$1.04M Hold
23,075
0.14% 34
2014
Q1
$869K Buy
23,075
+7,700
+50% +$290K 0.12% 36
2013
Q4
$548K Buy
+15,375
New +$548K 0.08% 53