MYCIO Wealth Partners’s AptarGroup ATR Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-5,879	Closed	-$680K	–	54
2019 Q4	$680K	Sell	5,879 -158	-3%	-$18K	0.04%	164
2019 Q3	$715K	Hold	6,037	–	–	0.05%	144
2019 Q2	$751K	Hold	6,037	–	–	0.06%	131
2019 Q1	$642K	Hold	6,037	–	–	0.05%	136
2018 Q4	$568K	Hold	6,037	–	–	0.05%	139
2018 Q3	$650K	Hold	6,037	–	–	0.06%	130
2018 Q2	$564K	Hold	6,037	–	–	0.06%	141
2018 Q1	$542K	Hold	6,037	–	–	0.06%	126
2017 Q4	$521K	Sell	6,037 -143	-2%	-$12.5K	0.06%	129
2017 Q3	$533K	Hold	6,180	–	–	0.06%	130
2017 Q2	$537K	Sell	6,180 -26	-0.4%	-$2.14K	0.06%	122
2017 Q1	$478K	Buy	6,206 +26	+0.4%	+$1.94K	0.06%	136
2016 Q4	$454K	Buy	6,180 +2,780	+82%	+$207K	0.06%	127
2016 Q3	$263K	Hold	3,400	–	–	0.04%	144
2016 Q2	$269K	Buy	3,400 +900	+36%	+$69.6K	0.05%	141
2016 Q1	$196K	Buy	+2,500	New	+$183K	0.03%	157

Other funds holding ATR

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

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

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

ACM

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

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

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

CIP

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

MYCIO Wealth Partners's ATR Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of AptarGroup (ATR) in Q1 2020, closing a stake of 5,879 shares — an estimated $680K sold.

MYCIO Wealth Partners first reported a position in ATR in Q1 2016 and held it in 16 quarters. The position peaked at $751K in Q2 2019. 374 funds tracked by Wall St. Rank hold ATR as of Q1 2020.

MYCIO Wealth Partners reported no remaining AptarGroup position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 5,879 AptarGroup shares in Q1 2020, an estimated $680K.
MYCIO Wealth Partners first reported a position in AptarGroup in Q1 2016 and held it in 16 quarters.
MYCIO Wealth Partners's AptarGroup position peaked at $751K in Q2 2019.
374 funds tracked by Wall St. Rank held AptarGroup as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.