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KMS Financial Services’s ATI ATI Stock Holding History

KMS Financial 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
2014
Q3 		$369K Buy
+9,942
New +$418K 0.05% 324

Other funds holding ATI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

KMS Financial Services's ATI Position: Q3 2014 in Review

KMS Financial Services opened a new position in ATI (ATI) in Q3 2014: 9,942 shares worth $369K. The stake represents 0.05% of the portfolio and ranks #324 among its holdings.

316 funds tracked by Wall St. Rank hold ATI as of Q3 2014.

  • KMS Financial Services held 9,942 shares of ATI worth $369K as of Q3 2014.
  • ATI was a new KMS Financial Services position in Q3 2014.
  • ATI made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #324 holding.
  • 316 funds tracked by Wall St. Rank held ATI as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.