Mosaic Family Wealth’s ATI ATI Stock Holding History

Mosaic Family Wealth’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 Q1	–	Sell	-250	Closed	-$6K	–	669
2017 Q4	$6K	Hold	250	–	–	﹤0.01%	572
2017 Q3	$6K	Buy	+250	New	+$4.95K	﹤0.01%	645

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mosaic Family Wealth's ATI Position: Q1 2018 in Review

Mosaic Family Wealth sold out of ATI (ATI) in Q1 2018, closing a stake of 250 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in ATI in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 305 funds tracked by Wall St. Rank hold ATI as of Q1 2018.

Mosaic Family Wealth reported no remaining ATI position as of Q1 2018 after selling out during the quarter.
Mosaic Family Wealth sold 250 ATI shares in Q1 2018, an estimated $6K.
Mosaic Family Wealth first reported a position in ATI in Q3 2017 and held it in 2 quarters.
Mosaic Family Wealth's ATI position peaked at $6K in Q4 2017.
305 funds tracked by Wall St. Rank held ATI as of Q1 2018.

Based on Mosaic Family Wealth's 13F filing for Q1 2018, filed 15 May 2018.