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Plante Moran Financial Advisors’s ATI ATI Stock Holding History

Plante Moran Financial Advisors’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
2019
Q1 		– Sell
-56
Closed -$1K – 773
2018
Q4 		$1K Buy
+56
New +$1.45K ﹤0.01% 773
2015
Q3 		– Sell
-187
Closed -$6K – 704
2015
Q2 		$6K Hold
187
– – ﹤0.01% 589
2015
Q1 		$6K Hold
187
– – ﹤0.01% 579
2014
Q4 		$7K Hold
187
– – 0.01% 598
2014
Q3 		$7K Hold
187
– – 0.01% 607
2014
Q2 		$8K Buy
+187
New +$7.66K 0.01% 577
2014
Q1 		– Sell
-108
Closed -$4K – 619
2013
Q4 		$4K Buy
+108
New +$3.55K ﹤0.01% 553

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Plante Moran Financial Advisors's ATI Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of ATI (ATI) in Q1 2019, closing a stake of 56 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in ATI in Q4 2013 and held it in 7 quarters. The position peaked at $8K in Q2 2014. 315 funds tracked by Wall St. Rank hold ATI as of Q1 2019.

  • Plante Moran Financial Advisors reported no remaining ATI position as of Q1 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 56 ATI shares in Q1 2019, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in ATI in Q4 2013 and held it in 7 quarters.
  • Plante Moran Financial Advisors's ATI position peaked at $8K in Q2 2014.
  • 315 funds tracked by Wall St. Rank held ATI as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.