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Clear Perspective Advisors’s ATI ATI Stock Holding History

Clear Perspective 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
2018
Q2 		– Sell
-224
Closed -$5K – 490
2018
Q1 		$5K Buy
+224
New +$6.01K ﹤0.01% 397
2017
Q3 		– Sell
-224
Closed -$4K – 472
2017
Q2 		$4K Hold
224
– – ﹤0.01% 394
2017
Q1 		$4K Hold
224
– – ﹤0.01% 358
2016
Q4 		$4K Buy
+224
New +$3.72K ﹤0.01% 352

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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clear Perspective Advisors's ATI Position: Q2 2018 in Review

Clear Perspective Advisors sold out of ATI (ATI) in Q2 2018, closing a stake of 224 shares — an estimated $5K sold.

Clear Perspective Advisors first reported a position in ATI in Q4 2016 and held it in 4 quarters. The position peaked at $5K in Q1 2018. 296 funds tracked by Wall St. Rank hold ATI as of Q2 2018.

  • Clear Perspective Advisors reported no remaining ATI position as of Q2 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 224 ATI shares in Q2 2018, an estimated $5K.
  • Clear Perspective Advisors first reported a position in ATI in Q4 2016 and held it in 4 quarters.
  • Clear Perspective Advisors's ATI position peaked at $5K in Q1 2018.
  • 296 funds tracked by Wall St. Rank held ATI as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.