JFS Wealth Advisors’s Atlantic Power Corporation AT Stock Holding History

JFS Wealth Advisors’s Portfolio AT Stock Details AT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-300	Closed	-$1K	–	557
2018 Q3	$1K	Hold	300	–	–	﹤0.01%	517
2018 Q2	$1K	Hold	300	–	–	﹤0.01%	451
2018 Q1	$1K	Hold	300	–	–	﹤0.01%	513
2017 Q4	$1K	Hold	300	–	–	﹤0.01%	523
2017 Q3	$1K	Hold	300	–	–	﹤0.01%	435
2017 Q2	$1K	Hold	300	–	–	﹤0.01%	409
2017 Q1	$1K	Hold	300	–	–	﹤0.01%	432
2016 Q4	$1K	Hold	300	–	–	﹤0.01%	432
2016 Q3	$1K	Hold	300	–	–	﹤0.01%	471
2016 Q2	$1K	Sell	300 -6,872	-96%	-$16.7K	﹤0.01%	486
2016 Q1	$18K	Hold	7,172	–	–	0.01%	333
2015 Q4	$14K	Hold	7,172	–	–	﹤0.01%	366
2015 Q3	$13K	Hold	7,172	–	–	0.01%	314
2015 Q2	$22K	Hold	7,172	–	–	0.01%	267
2015 Q1	$20K	Hold	7,172	–	–	0.01%	286
2014 Q4	$19K	Hold	7,172	–	–	﹤0.01%	296
2014 Q3	$17K	Buy	7,172 +300	+4%	+$1.08K	﹤0.01%	284
2014 Q2	$28K	Buy	+6,872	New	+$22.4K	0.01%	235

Other funds holding AT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

JFS Wealth Advisors's AT Position: Q4 2018 in Review

JFS Wealth Advisors sold out of Atlantic Power Corporation (AT) in Q4 2018, closing a stake of 300 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in AT in Q2 2014 and held it in 18 quarters. The position peaked at $28K in Q2 2014. 111 funds tracked by Wall St. Rank hold AT as of Q4 2018.

JFS Wealth Advisors reported no remaining Atlantic Power Corporation position as of Q4 2018 after selling out during the quarter.
JFS Wealth Advisors sold 300 Atlantic Power Corporation shares in Q4 2018, an estimated $1K.
JFS Wealth Advisors first reported a position in Atlantic Power Corporation in Q2 2014 and held it in 18 quarters.
JFS Wealth Advisors's Atlantic Power Corporation position peaked at $28K in Q2 2014.
111 funds tracked by Wall St. Rank held Atlantic Power Corporation as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.