Broadview Advisors’s ATI ATI Stock Holding History

Broadview Advisors’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
2019 Q2	$5.34M	Sell	211,921 -143,604	-40%	-$3.5M	1.65%	28
2019 Q1	$9.09M	Buy	355,525 +11,200	+3%	+$295K	2.48%	5
2018 Q4	$7.5M	Sell	344,325 -130,975	-28%	-$3.4M	2.16%	15
2018 Q3	$14M	Buy	475,300 +5,550	+1%	+$149K	2.39%	4
2018 Q2	$11.8M	Sell	469,750 -475	-0.1%	-$12.9K	1.88%	12
2018 Q1	$11.1M	Sell	470,225 -52,325	-10%	-$1.4M	1.83%	17
2017 Q4	$12.6M	Buy	522,550 +12,700	+2%	+$302K	1.8%	16
2017 Q3	$12.2M	Sell	509,850 -1,100	-0.2%	-$21.8K	1.78%	16
2017 Q2	$8.69M	Buy	+510,950	New	+$8.6M	1.29%	32
2015 Q3	–	Sell	-435,908	Closed	-$13.2M	–	91
2015 Q2	$13.2M	Sell	435,908 -24,150	-5%	-$798K	1.39%	28
2015 Q1	$13.8M	Sell	460,058 -22,550	-5%	-$701K	1.37%	30
2014 Q4	$16.8M	Buy	482,608 +1,200	+0.2%	+$39.7K	1.71%	20
2014 Q3	$17.9M	Buy	481,408 +141,075	+41%	+$5.93M	1.95%	16
2014 Q2	$15.3M	Buy	340,333 +106,458	+46%	+$4.36M	1.49%	26
2014 Q1	$8.81M	Buy	+233,875	New	+$7.86M	0.88%	60

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Broadview Advisors's ATI Position: Q2 2019 in Review

Broadview Advisors reduced its ATI (ATI) stake by 40% in Q2 2019, selling an estimated $3.5M and leaving 211,921 shares worth $5.34M. The position accounts for 1.65% of the portfolio, ranked #28.

Broadview Advisors first reported a position in ATI in Q1 2014 and has held it in 15 quarters since. The position peaked at $17.9M in Q3 2014. 288 funds tracked by Wall St. Rank hold ATI as of Q2 2019.

Broadview Advisors held 211,921 shares of ATI worth $5.34M as of Q2 2019.
Broadview Advisors sold 143,604 ATI shares in Q2 2019, an estimated $3.5M.
ATI made up 1.65% of Broadview Advisors's portfolio in Q2 2019, its #28 holding.
Broadview Advisors first reported a position in ATI in Q1 2014 and has held it in 15 quarters since.
Broadview Advisors's ATI position peaked at $17.9M in Q3 2014.
288 funds tracked by Wall St. Rank held ATI as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.