IA
CATM

IFP Advisors’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History

IFP Advisors’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
2020
Q4 		– Sell
-4,174
Closed -$104K – 3172
2020
Q3 		$83K Sell
4,174
-420
-9% -$9.17K 0.01% 1077
2020
Q2 		$110K Buy
4,594
+1,371
+43% +$30.7K 0.01% 890
2020
Q1 		$75K Buy
+3,223
New +$122K 0.01% 958
2019
Q4 		– Sell
-200
Closed -$6K – 3228
2019
Q3 		$6K Buy
+200
New +$5.91K ﹤0.01% 2302
2019
Q1 		– Sell
-100
Closed -$3K – 3720
2018
Q4 		$3K Hold
100
– – ﹤0.01% 3098
2018
Q3 		$3K Hold
100
– – ﹤0.01% 3475
2018
Q2 		$2K Sell
100
-31
-24% -$803 ﹤0.01% 3663
2018
Q1 		$2K Hold
131
– – ﹤0.01% 3571
2017
Q4 		$2K Sell
131
-60
-31% -$1.2K ﹤0.01% 3622
2017
Q3 		$4K Sell
191
-34
-15% -$966 ﹤0.01% 3564
2017
Q2 		$7K Buy
225
+34
+18% +$1.27K ﹤0.01% 3259
2017
Q1 		$9K Sell
191
-165
-46% -$8.11K ﹤0.01% 3010
2016
Q4 		$19K Hold
356
– – ﹤0.01% 2512
2016
Q3 		$16K Hold
356
– – ﹤0.01% 2558
2016
Q2 		$14K Buy
+356
New +$13.6K ﹤0.01% 2602
2016
Q1 		– Sell
-475
Closed -$16K – 3706
2015
Q4 		$16K Buy
+475
New +$16.5K ﹤0.01% 2311

Other funds holding CATM

HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
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
Wellington Management Group
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's CATM Position: Q4 2020 in Review

IFP Advisors sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q4 2020, closing a stake of 4,174 shares — an estimated $104K sold.

IFP Advisors first reported a position in CATM in Q4 2015 and held it in 16 quarters. The position peaked at $110K in Q2 2020. 158 funds tracked by Wall St. Rank hold CATM as of Q4 2020.

  • IFP Advisors reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q4 2020 after selling out during the quarter.
  • IFP Advisors sold 4,174 Cardtronics plc Class A Ordinary Shares (UK) shares in Q4 2020, an estimated $104K.
  • IFP Advisors first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q4 2015 and held it in 16 quarters.
  • IFP Advisors's Cardtronics plc Class A Ordinary Shares (UK) position peaked at $110K in Q2 2020.
  • 158 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q4 2020.

Based on IFP Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.