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McKinley Carter Wealth Services’s ATI ATI Stock Holding History

McKinley Carter Wealth 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
2018
Q2 		– Sell
-1,600
Closed -$38K – 172
2018
Q1 		$38K Buy
+1,600
New +$42.9K 0.01% 288

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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

McKinley Carter Wealth Services's ATI Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of ATI (ATI) in Q2 2018, closing a stake of 1,600 shares — an estimated $38K sold.

McKinley Carter Wealth Services first reported a position in ATI in Q1 2018 and held it in 1 quarter. The position peaked at $38K in Q1 2018. 296 funds tracked by Wall St. Rank hold ATI as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining ATI position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,600 ATI shares in Q2 2018, an estimated $38K.
  • McKinley Carter Wealth Services first reported a position in ATI in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's ATI position peaked at $38K in Q1 2018.
  • 296 funds tracked by Wall St. Rank held ATI as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.