Focused Wealth Management’s ATI ATI Stock Holding History

Focused Wealth Management’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 Q3	–	Sell	-4,000	Closed	-$100K	–	651
2018 Q2	$100K	Hold	4,000	–	–	0.03%	221
2018 Q1	$95K	Buy	+4,000	New	+$107K	0.03%	241
2017 Q4	–	Sell	-3,400	Closed	-$81K	–	678
2017 Q3	$81K	Hold	3,400	–	–	0.03%	176
2017 Q2	$58K	Buy	+3,400	New	+$57.2K	0.02%	266
2017 Q1	–	Sell	-1,300	Closed	-$21K	–	686
2016 Q4	$21K	Buy	+1,300	New	+$21.6K	0.01%	365

Other funds holding ATI

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Focused Wealth Management's ATI Position: Q3 2018 in Review

Focused Wealth Management sold out of ATI (ATI) in Q3 2018, closing a stake of 4,000 shares — an estimated $100K sold.

Focused Wealth Management first reported a position in ATI in Q4 2016 and held it in 5 quarters. The position peaked at $100K in Q2 2018. 302 funds tracked by Wall St. Rank hold ATI as of Q3 2018.

Focused Wealth Management reported no remaining ATI position as of Q3 2018 after selling out during the quarter.
Focused Wealth Management sold 4,000 ATI shares in Q3 2018, an estimated $100K.
Focused Wealth Management first reported a position in ATI in Q4 2016 and held it in 5 quarters.
Focused Wealth Management's ATI position peaked at $100K in Q2 2018.
302 funds tracked by Wall St. Rank held ATI as of Q3 2018.

Based on Focused Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.