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Next Financial Group’s Astronics ATRO Stock Holding History

Next Financial Group’s Portfolio ATRO Stock Details ATRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-138
Closed -$3K – 1891
2016
Q4 		$3K Sell
138
-21
-13% -$554 ﹤0.01% 2058
2016
Q3 		$5K Buy
+159
New +$4.07K ﹤0.01% 1911
2014
Q4 		– Sell
-146
Closed -$4K – 1910
2014
Q3 		$4K Buy
+146
New +$4K ﹤0.01% 2113

Other funds holding ATRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Next Financial Group's ATRO Position: Q1 2017 in Review

Next Financial Group sold out of Astronics (ATRO) in Q1 2017, closing a stake of 138 shares — an estimated $3K sold.

Next Financial Group first reported a position in ATRO in Q3 2014 and held it in 3 quarters. The position peaked at $5K in Q3 2016. 120 funds tracked by Wall St. Rank hold ATRO as of Q1 2017.

  • Next Financial Group reported no remaining Astronics position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 138 Astronics shares in Q1 2017, an estimated $3K.
  • Next Financial Group first reported a position in Astronics in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's Astronics position peaked at $5K in Q3 2016.
  • 120 funds tracked by Wall St. Rank held Astronics as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.