Portfolio Solutions’s AtriCure ATRC Stock Holding History

Portfolio Solutions’s Portfolio ATRC Stock Details ATRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-235	Closed	-$5K	–	41
2018 Q1	$5K	Hold	235	–	–	﹤0.01%	165
2017 Q4	$4K	Hold	235	–	–	﹤0.01%	166
2017 Q3	$5K	Hold	235	–	–	﹤0.01%	150
2017 Q2	$6K	Hold	235	–	–	﹤0.01%	131
2017 Q1	$5K	Buy	+235	New	+$4.12K	﹤0.01%	163

Other funds holding ATRC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HEC

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Portfolio Solutions's ATRC Position: Q2 2018 in Review

Portfolio Solutions sold out of AtriCure (ATRC) in Q2 2018, closing a stake of 235 shares — an estimated $5K sold.

Portfolio Solutions first reported a position in ATRC in Q1 2017 and held it in 5 quarters. The position peaked at $6K in Q2 2017. 108 funds tracked by Wall St. Rank hold ATRC as of Q2 2018.

Portfolio Solutions reported no remaining AtriCure position as of Q2 2018 after selling out during the quarter.
Portfolio Solutions sold 235 AtriCure shares in Q2 2018, an estimated $5K.
Portfolio Solutions first reported a position in AtriCure in Q1 2017 and held it in 5 quarters.
Portfolio Solutions's AtriCure position peaked at $6K in Q2 2017.
108 funds tracked by Wall St. Rank held AtriCure as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.