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Rational Advisors’s AptarGroup ATR Stock Holding History

Rational Advisors’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$137K Sell
2,019
-270
-12% -$17.2K 0.01% 548
2013
Q3 		$138K Sell
2,289
-3,263
-59% -$193K 0.01% 574
2013
Q2 		$307K Buy
+5,552
New +$312K 0.03% 453

Other funds holding ATR

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Rational Advisors's ATR Position: Q4 2013 in Review

Rational Advisors reduced its AptarGroup (ATR) stake by 12% in Q4 2013, selling an estimated $17.2K and leaving 2,019 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #548.

Rational Advisors first reported a position in ATR in Q2 2013 and has held it in 3 quarters since. The position peaked at $307K in Q2 2013. 253 funds tracked by Wall St. Rank hold ATR as of Q4 2013.

  • Rational Advisors held 2,019 shares of AptarGroup worth $137K as of Q4 2013.
  • Rational Advisors sold 270 AptarGroup shares in Q4 2013, an estimated $17.2K.
  • AptarGroup made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #548 holding.
  • Rational Advisors first reported a position in AptarGroup in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's AptarGroup position peaked at $307K in Q2 2013.
  • 253 funds tracked by Wall St. Rank held AptarGroup as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.