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Lenox Wealth Advisors’s ATI ATI Stock Holding History

Lenox Wealth Advisors’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
2018
Q3 		– Sell
-333
Closed -$8K – 414
2018
Q2 		$8K Sell
333
-107
-24% -$2.9K ﹤0.01% 396
2018
Q1 		$10K Buy
440
+333
+311% +$8.93K ﹤0.01% 358
2017
Q4 		$3K Buy
+107
New +$2.55K ﹤0.01% 276

Other funds holding ATI

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lenox Wealth Advisors's ATI Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of ATI (ATI) in Q3 2018, closing a stake of 333 shares — an estimated $8K sold.

Lenox Wealth Advisors first reported a position in ATI in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q1 2018. 302 funds tracked by Wall St. Rank hold ATI as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining ATI position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 333 ATI shares in Q3 2018, an estimated $8K.
  • Lenox Wealth Advisors first reported a position in ATI in Q4 2017 and held it in 3 quarters.
  • Lenox Wealth Advisors's ATI position peaked at $10K in Q1 2018.
  • 302 funds tracked by Wall St. Rank held ATI as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.