Geneos Wealth Management’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History

Geneos Wealth Management’s Portfolio CATM Stock Details CATM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-62	Closed	-$1K	–	2262
2017 Q4	$1K	Hold	62	–	–	﹤0.01%	2159
2017 Q3	$1K	Hold	62	–	–	﹤0.01%	2108
2017 Q2	$2K	Hold	62	–	–	﹤0.01%	1972
2017 Q1	$2K	Sell	62 -55	-47%	-$2.7K	﹤0.01%	1950
2016 Q4	$6K	Sell	117 -38	-25%	-$1.93K	﹤0.01%	1606
2016 Q3	$6K	Buy	155 +117	+308%	+$5.15K	﹤0.01%	1542
2016 Q2	$1K	Buy	+38	New	+$1.45K	﹤0.01%	1794

Other funds holding CATM

HEC

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Geneos Wealth Management's CATM Position: Q1 2018 in Review

Geneos Wealth Management sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q1 2018, closing a stake of 62 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in CATM in Q2 2016 and held it in 7 quarters. The position peaked at $6K in Q4 2016. 150 funds tracked by Wall St. Rank hold CATM as of Q1 2018.

Geneos Wealth Management reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q1 2018 after selling out during the quarter.
Geneos Wealth Management sold 62 Cardtronics plc Class A Ordinary Shares (UK) shares in Q1 2018, an estimated $1K.
Geneos Wealth Management first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q2 2016 and held it in 7 quarters.
Geneos Wealth Management's Cardtronics plc Class A Ordinary Shares (UK) position peaked at $6K in Q4 2016.
150 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q1 2018.

Based on Geneos Wealth Management's 13F filing for Q1 2018, filed 7 Sep 2021.