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River Wealth Advisors’s ATI ATI Stock Holding History

River Wealth 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
2017
Q1 		– Sell
-129,979
Closed -$2.07M – 154
2016
Q4 		$2.07M Sell
129,979
-2,210
-2% -$36.7K 1.05% 29
2016
Q3 		$2.39M Buy
132,189
+3,674
+3% +$60.9K 1.32% 21
2016
Q2 		$1.64M Buy
128,515
+4,800
+4% +$68.7K 0.94% 38
2016
Q1 		$2.02M Buy
123,715
+6,851
+6% +$83.4K 1.21% 25
2015
Q4 		$1.31M Buy
+116,864
New +$1.61M 0.83% 42

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

River Wealth Advisors's ATI Position: Q1 2017 in Review

River Wealth Advisors sold out of ATI (ATI) in Q1 2017, closing a stake of 129,979 shares — an estimated $2.07M sold.

River Wealth Advisors first reported a position in ATI in Q4 2015 and held it in 5 quarters. The position peaked at $2.39M in Q3 2016. 238 funds tracked by Wall St. Rank hold ATI as of Q1 2017.

  • River Wealth Advisors reported no remaining ATI position as of Q1 2017 after selling out during the quarter.
  • River Wealth Advisors sold 129,979 ATI shares in Q1 2017, an estimated $2.07M.
  • River Wealth Advisors first reported a position in ATI in Q4 2015 and held it in 5 quarters.
  • River Wealth Advisors's ATI position peaked at $2.39M in Q3 2016.
  • 238 funds tracked by Wall St. Rank held ATI as of Q1 2017.

Based on River Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.