McKinley Carter Wealth Services’s AptarGroup ATR Stock Holding History

McKinley Carter Wealth Services’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
2018 Q4	–	Sell	-2,867	Closed	-$309K	–	149
2018 Q3	$309K	Sell	2,867 -825	-22%	-$84.7K	0.09%	131
2018 Q2	$345K	Sell	3,692 -4,905	-57%	-$457K	0.11%	119
2018 Q1	$772K	Sell	8,597 -20,318	-70%	-$1.79M	0.25%	79
2017 Q4	$2.5M	Buy	28,915 +102	+0.4%	+$8.89K	0.86%	29
2017 Q3	$2.49M	Buy	28,813 +1,514	+6%	+$129K	0.95%	26
2017 Q2	$2.37M	Buy	27,299 +218	+0.8%	+$17.9K	1.05%	30
2017 Q1	$2.08M	Buy	27,081 +351	+1%	+$26.2K	0.97%	38
2016 Q4	$1.96M	Sell	26,730 -639	-2%	-$47.6K	0.99%	36
2016 Q3	$2.12M	Buy	+27,369	New	+$2.14M	1.09%	33

Other funds holding ATR

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

McKinley Carter Wealth Services's ATR Position: Q4 2018 in Review

McKinley Carter Wealth Services sold out of AptarGroup (ATR) in Q4 2018, closing a stake of 2,867 shares — an estimated $309K sold.

McKinley Carter Wealth Services first reported a position in ATR in Q3 2016 and held it in 9 quarters. The position peaked at $2.5M in Q4 2017. 366 funds tracked by Wall St. Rank hold ATR as of Q4 2018.

McKinley Carter Wealth Services reported no remaining AptarGroup position as of Q4 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 2,867 AptarGroup shares in Q4 2018, an estimated $309K.
McKinley Carter Wealth Services first reported a position in AptarGroup in Q3 2016 and held it in 9 quarters.
McKinley Carter Wealth Services's AptarGroup position peaked at $2.5M in Q4 2017.
366 funds tracked by Wall St. Rank held AptarGroup as of Q4 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.