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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
2017
Q4 		– Sell
-3,400
Closed -$14K – 677
2017
Q3 		$14K Hold
3,400
– – ﹤0.01% 388
2017
Q2 		$1K Buy
+3,400
New +$57.2K ﹤0.01% 658

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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.