Ellevest Inc’s AMES National ATLO Stock Holding History

Ellevest Inc’s Portfolio ATLO Stock Details ATLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-8	Closed	–	–	1134
2020 Q2	$0	Hold	8	–	–	﹤0.01%	1129
2020 Q1	$0	Hold	8	–	–	﹤0.01%	1083
2019 Q4	$0	Buy	+8	New	+$222	﹤0.01%	958

Other funds holding ATLO

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ellevest Inc's ATLO Position: Q3 2020 in Review

Ellevest Inc sold out of AMES National (ATLO) in Q3 2020, closing a stake of 8 shares.

Ellevest Inc first reported a position in ATLO in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 43 funds tracked by Wall St. Rank hold ATLO as of Q3 2020.

Ellevest Inc reported no remaining AMES National position as of Q3 2020 after selling out during the quarter.
Ellevest Inc sold 8 AMES National shares in Q3 2020.
Ellevest Inc first reported a position in AMES National in Q4 2019 and held it in 3 quarters.
Ellevest Inc's AMES National position peaked at $0 in Q2 2020.
43 funds tracked by Wall St. Rank held AMES National as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.