NWM
ATCO

Northwest Wealth Management’s Atlas Corp. ATCO Stock Holding History

Northwest Wealth Management’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
Q3 		– Sell
-1,365
Closed -$14K – 541
2018
Q2 		$14K Hold
1,365
– – 0.01% 326
2018
Q1 		$9K Buy
+1,365
New +$9.27K 0.01% 364

Other funds holding ATCO

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Northwest Wealth Management's ATCO Position: Q3 2018 in Review

Northwest Wealth Management sold out of Atlas Corp. (ATCO) in Q3 2018, closing a stake of 1,365 shares — an estimated $14K sold.

Northwest Wealth Management first reported a position in ATCO in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2018. 104 funds tracked by Wall St. Rank hold ATCO as of Q3 2018.

  • Northwest Wealth Management reported no remaining Atlas Corp. position as of Q3 2018 after selling out during the quarter.
  • Northwest Wealth Management sold 1,365 Atlas Corp. shares in Q3 2018, an estimated $14K.
  • Northwest Wealth Management first reported a position in Atlas Corp. in Q1 2018 and held it in 2 quarters.
  • Northwest Wealth Management's Atlas Corp. position peaked at $14K in Q2 2018.
  • 104 funds tracked by Wall St. Rank held Atlas Corp. as of Q3 2018.

Based on Northwest Wealth Management's 13F filing for Q3 2018, filed 11 Oct 2018.