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Regal Investment Advisors’s ATI ATI Stock Holding History

Regal Investment 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
2013
Q4 		– Sell
-70
Closed -$2K – 826
2013
Q3 		$2K Hold
70
– – ﹤0.01% 787
2013
Q2 		$2K Buy
+70
New +$1.97K ﹤0.01% 784

Other funds holding ATI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Regal Investment Advisors's ATI Position: Q4 2013 in Review

Regal Investment Advisors sold out of ATI (ATI) in Q4 2013, closing a stake of 70 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in ATI in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 303 funds tracked by Wall St. Rank hold ATI as of Q4 2013.

  • Regal Investment Advisors reported no remaining ATI position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 70 ATI shares in Q4 2013, an estimated $2K.
  • Regal Investment Advisors first reported a position in ATI in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's ATI position peaked at $2K in Q3 2013.
  • 303 funds tracked by Wall St. Rank held ATI as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.