Independent Portfolio Consultants’s AptarGroup ATR Stock Holding History

Independent Portfolio Consultants’s Portfolio ATR Stock Details ATR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$155K	Sell	1,788 -542	-23%	-$44.6K	0.06%	336
2017 Q1	$179K	Buy	2,330 +240	+11%	+$17.9K	0.06%	349
2016 Q4	$154K	Sell	2,090 -25	-1%	-$1.86K	0.05%	366
2016 Q3	$164K	Buy	2,115 +95	+5%	+$7.43K	0.05%	373
2016 Q2	$160K	Buy	2,020 +160	+9%	+$12.4K	0.05%	375
2016 Q1	$146K	Buy	1,860 +490	+36%	+$35.9K	0.04%	411
2015 Q4	$100K	Buy	1,370 +285	+26%	+$20.6K	0.03%	472
2015 Q3	$72K	Buy	+1,085	New	+$72K	0.02%	523
2014 Q3	–	Sell	-1,081	Closed	-$72K	–	830
2014 Q2	$72K	Buy	+1,081	New	+$71.9K	0.02%	579

Other funds holding ATR

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Independent Portfolio Consultants's ATR Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its AptarGroup (ATR) stake by 23% in Q2 2017, selling an estimated $44.6K and leaving 1,788 shares worth $155K. The position accounts for 0.06% of the portfolio, ranked #336.

Independent Portfolio Consultants first reported a position in ATR in Q2 2014 and has held it in 9 quarters since. The position peaked at $179K in Q1 2017. 329 funds tracked by Wall St. Rank hold ATR as of Q2 2017.

Independent Portfolio Consultants held 1,788 shares of AptarGroup worth $155K as of Q2 2017.
Independent Portfolio Consultants sold 542 AptarGroup shares in Q2 2017, an estimated $44.6K.
AptarGroup made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #336 holding.
Independent Portfolio Consultants first reported a position in AptarGroup in Q2 2014 and has held it in 9 quarters since.
Independent Portfolio Consultants's AptarGroup position peaked at $179K in Q1 2017.
329 funds tracked by Wall St. Rank held AptarGroup as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.