NFG
ATCO

Next Financial Group’s Atlas Corp. ATCO Stock Holding History

Next Financial Group’s Portfolio ATCO Stock Details ATCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-18,550
Closed -$155K – 2137
2018
Q3 		$155K Hold
18,550
– – 0.07% 258
2018
Q2 		$189K Sell
18,550
-1,200
-6% -$9.96K 0.07% 274
2018
Q1 		$132K Hold
19,750
– – 0.03% 398
2017
Q4 		$133K Hold
19,750
– – 0.06% 261
2017
Q3 		$143K Buy
+19,750
New +$136K 0.04% 400
2017
Q1 		– Sell
-4,375
Closed -$40K – 2368
2016
Q4 		$40K Buy
4,375
+1,898
+77% +$20.1K 0.01% 1058
2016
Q3 		$33K Buy
2,477
+1,377
+125% +$19.9K 0.01% 1134
2016
Q2 		$15K Buy
+1,100
New +$17.6K ﹤0.01% 1074

Other funds holding ATCO

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Next Financial Group's ATCO Position: Q4 2018 in Review

Next Financial Group sold out of Atlas Corp. (ATCO) in Q4 2018, closing a stake of 18,550 shares — an estimated $155K sold.

Next Financial Group first reported a position in ATCO in Q2 2016 and held it in 8 quarters. The position peaked at $189K in Q2 2018. 118 funds tracked by Wall St. Rank hold ATCO as of Q4 2018.

  • Next Financial Group reported no remaining Atlas Corp. position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 18,550 Atlas Corp. shares in Q4 2018, an estimated $155K.
  • Next Financial Group first reported a position in Atlas Corp. in Q2 2016 and held it in 8 quarters.
  • Next Financial Group's Atlas Corp. position peaked at $189K in Q2 2018.
  • 118 funds tracked by Wall St. Rank held Atlas Corp. as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.