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First Allied Advisory Services’s ATI ATI Stock Holding History

First Allied Advisory Services’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
2014
Q1 		– Sell
-85,375
Closed -$3.06M – 1006
2013
Q4 		$3.06M Buy
+85,375
New +$2.81M 0.25% 115

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Invesco
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AR
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TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

First Allied Advisory Services's ATI Position: Q1 2014 in Review

First Allied Advisory Services sold out of ATI (ATI) in Q1 2014, closing a stake of 85,375 shares — an estimated $3.06M sold.

First Allied Advisory Services first reported a position in ATI in Q4 2013 and held it in 1 quarter. The position peaked at $3.06M in Q4 2013. 294 funds tracked by Wall St. Rank hold ATI as of Q1 2014.

  • First Allied Advisory Services reported no remaining ATI position as of Q1 2014 after selling out during the quarter.
  • First Allied Advisory Services sold 85,375 ATI shares in Q1 2014, an estimated $3.06M.
  • First Allied Advisory Services first reported a position in ATI in Q4 2013 and held it in 1 quarter.
  • First Allied Advisory Services's ATI position peaked at $3.06M in Q4 2013.
  • 294 funds tracked by Wall St. Rank held ATI as of Q1 2014.

Based on First Allied Advisory Services's 13F filing for Q1 2014, filed 15 May 2014.