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MinichMacGregor Wealth Management’s AptarGroup ATR Stock Holding History

MinichMacGregor Wealth Management’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
Q2 		– Sell
-17
Closed -$1K – 526
2018
Q1 		$1K Hold
17
– – ﹤0.01% 445
2017
Q4 		$1K Hold
17
– – ﹤0.01% 437
2017
Q3 		$1K Hold
17
– – ﹤0.01% 412
2017
Q2 		$1K Hold
17
– – ﹤0.01% 406
2017
Q1 		$1K Hold
17
– – ﹤0.01% 396
2016
Q4 		$1K Hold
17
– – ﹤0.01% 399
2016
Q3 		$1K Hold
17
– – ﹤0.01% 396
2016
Q2 		$1K Hold
17
– – ﹤0.01% 381
2016
Q1 		$1K Buy
+17
New +$1.25K ﹤0.01% 369

Other funds holding ATR

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

MinichMacGregor Wealth Management's ATR Position: Q2 2018 in Review

MinichMacGregor Wealth Management sold out of AptarGroup (ATR) in Q2 2018, closing a stake of 17 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in ATR in Q1 2016 and held it in 9 quarters. The position peaked at $1K in Q1 2018. 336 funds tracked by Wall St. Rank hold ATR as of Q2 2018.

  • MinichMacGregor Wealth Management reported no remaining AptarGroup position as of Q2 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 17 AptarGroup shares in Q2 2018, an estimated $1K.
  • MinichMacGregor Wealth Management first reported a position in AptarGroup in Q1 2016 and held it in 9 quarters.
  • MinichMacGregor Wealth Management's AptarGroup position peaked at $1K in Q1 2018.
  • 336 funds tracked by Wall St. Rank held AptarGroup as of Q2 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2018, filed 13 Jul 2018.