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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return