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Gary Goldberg Planning Services’s ATI ATI Stock Holding History

Gary Goldberg Planning 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
2013
Q4 		– Sell
-5,500
Closed -$168K – 337
2013
Q3 		$168K Hold
5,500
– – 0.1% 101
2013
Q2 		$145K Buy
+5,500
New +$155K 0.09% 94

Other funds holding ATI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Gary Goldberg Planning Services's ATI Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of ATI (ATI) in Q4 2013, closing a stake of 5,500 shares — an estimated $168K sold.

Gary Goldberg Planning Services first reported a position in ATI in Q2 2013 and held it in 2 quarters. The position peaked at $168K in Q3 2013. 303 funds tracked by Wall St. Rank hold ATI as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining ATI position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 5,500 ATI shares in Q4 2013, an estimated $168K.
  • Gary Goldberg Planning Services first reported a position in ATI in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's ATI position peaked at $168K in Q3 2013.
  • 303 funds tracked by Wall St. Rank held ATI as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.