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Moneta Group Investment Advisors’s AptarGroup ATR Stock Holding History

Moneta Group Investment Advisors’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
-850
Closed -$76K – 403
2018
Q1 		$76K Buy
+850
New +$75K 0.01% 281
2015
Q4 		– Sell
-141
Closed -$9K – 154
2015
Q3 		$9K Buy
+141
New +$9.35K ﹤0.01% 426

Other funds holding ATR

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Moneta Group Investment Advisors's ATR Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of AptarGroup (ATR) in Q2 2018, closing a stake of 850 shares — an estimated $76K sold.

Moneta Group Investment Advisors first reported a position in ATR in Q3 2015 and held it in 2 quarters. The position peaked at $76K in Q1 2018. 336 funds tracked by Wall St. Rank hold ATR as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining AptarGroup position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 850 AptarGroup shares in Q2 2018, an estimated $76K.
  • Moneta Group Investment Advisors first reported a position in AptarGroup in Q3 2015 and held it in 2 quarters.
  • Moneta Group Investment Advisors's AptarGroup position peaked at $76K in Q1 2018.
  • 336 funds tracked by Wall St. Rank held AptarGroup as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.