Legacy Financial Advisors’s AptarGroup ATR Stock Holding History

Legacy Financial Advisors’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
2019 Q2	–	Sell	-125	Closed	-$13K	–	179
2019 Q1	$13K	Buy	125 +66	+112%	+$6.59K	﹤0.01%	556
2018 Q4	$6K	Buy	59 +29	+97%	+$2.96K	﹤0.01%	686
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	751
2018 Q2	$3K	Buy	30 +21	+233%	+$1.96K	﹤0.01%	766
2018 Q1	$0	Hold	9	–	–	﹤0.01%	814
2017 Q4	$0	Buy	+9	New	+$785	﹤0.01%	814

Other funds holding ATR

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Legacy Financial Advisors's ATR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of AptarGroup (ATR) in Q2 2019, closing a stake of 125 shares — an estimated $13K sold.

Legacy Financial Advisors first reported a position in ATR in Q4 2017 and held it in 6 quarters. The position peaked at $13K in Q1 2019. 396 funds tracked by Wall St. Rank hold ATR as of Q2 2019.

Legacy Financial Advisors reported no remaining AptarGroup position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 125 AptarGroup shares in Q2 2019, an estimated $13K.
Legacy Financial Advisors first reported a position in AptarGroup in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's AptarGroup position peaked at $13K in Q1 2019.
396 funds tracked by Wall St. Rank held AptarGroup as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.