Capstone Financial Advisors’s Atlas Corp. ATCO Stock Holding History

Capstone Financial Advisors’s Portfolio ATCO Stock Details ATCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,000	Closed	-$98K	–	106
2019 Q2	$98K	Hold	10,000	–	–	0.02%	86
2019 Q1	$87K	Hold	10,000	–	–	0.01%	86
2018 Q4	$78K	Hold	10,000	–	–	0.02%	79
2018 Q3	$83K	Hold	10,000	–	–	0.02%	80
2018 Q2	$102K	Hold	10,000	–	–	0.03%	75
2018 Q1	$67K	Buy	+10,000	New	+$67.9K	0.02%	87

Other funds holding ATCO

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Capstone Financial Advisors's ATCO Position: Q3 2019 in Review

Capstone Financial Advisors sold out of Atlas Corp. (ATCO) in Q3 2019, closing a stake of 10,000 shares — an estimated $98K sold.

Capstone Financial Advisors first reported a position in ATCO in Q1 2018 and held it in 6 quarters. The position peaked at $102K in Q2 2018. 124 funds tracked by Wall St. Rank hold ATCO as of Q3 2019.

Capstone Financial Advisors reported no remaining Atlas Corp. position as of Q3 2019 after selling out during the quarter.
Capstone Financial Advisors sold 10,000 Atlas Corp. shares in Q3 2019, an estimated $98K.
Capstone Financial Advisors first reported a position in Atlas Corp. in Q1 2018 and held it in 6 quarters.
Capstone Financial Advisors's Atlas Corp. position peaked at $102K in Q2 2018.
124 funds tracked by Wall St. Rank held Atlas Corp. as of Q3 2019.

Based on Capstone Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.