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CT Financial Advisors’s ATI ATI Stock Holding History

CT Financial 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
2016
Q3 		– Sell
-1,500
Closed -$19.1K – 648
2016
Q2 		$19.1K Hold
1,500
– – 0.01% 351
2016
Q1 		$24.4K Hold
1,500
– – 0.01% 353
2015
Q4 		$16.9K Buy
1,500
+977
+187% +$13.4K 0.01% 402
2015
Q3 		$7.42K Sell
523
-3,610
-87% -$74.8K ﹤0.01% 487
2015
Q2 		$125K Buy
4,133
+618
+18% +$20.4K 0.07% 197
2015
Q1 		$105K Buy
3,515
+1,353
+63% +$42.1K 0.06% 222
2014
Q4 		$75.2K Buy
+2,162
New +$71.5K 0.06% 197
2014
Q1 		$105K Buy
+3,515
New +$118K 0.06% 222

Other funds holding ATI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CT Financial Advisors's ATI Position: Q3 2016 in Review

CT Financial Advisors sold out of ATI (ATI) in Q3 2016, closing a stake of 1,500 shares — an estimated $19.1K sold.

CT Financial Advisors first reported a position in ATI in Q1 2014 and held it in 8 quarters. The position peaked at $125K in Q2 2015. 232 funds tracked by Wall St. Rank hold ATI as of Q3 2016.

  • CT Financial Advisors reported no remaining ATI position as of Q3 2016 after selling out during the quarter.
  • CT Financial Advisors sold 1,500 ATI shares in Q3 2016, an estimated $19.1K.
  • CT Financial Advisors first reported a position in ATI in Q1 2014 and held it in 8 quarters.
  • CT Financial Advisors's ATI position peaked at $125K in Q2 2015.
  • 232 funds tracked by Wall St. Rank held ATI as of Q3 2016.

Based on CT Financial Advisors's 13F filing for Q3 2016, filed 12 Oct 2016.