Rothschild Capital Partners’s AtriCure ATRC Stock Holding History

Rothschild Capital Partners’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
2017 Q1	–	Sell	-240,260	Closed	-$4.7M	–	46
2016 Q4	$4.7M	Hold	240,260	–	–	2%	21
2016 Q3	$3.8M	Sell	240,260 -3,480	-1%	-$53.5K	1.37%	26
2016 Q2	$3.44M	Sell	243,740 -26,901	-10%	-$410K	1.33%	26
2016 Q1	$4.55M	Sell	270,641 -57,010	-17%	-$1M	2.04%	21
2015 Q4	$7.35M	Buy	327,651 +91,150	+39%	+$1.88M	3.7%	10
2015 Q3	$5.18M	Hold	236,501	–	–	2.68%	16
2015 Q2	$5.83M	Buy	236,501 +1,880	+0.8%	+$42K	2.51%	20
2015 Q1	$4.81M	Buy	234,621 +60,000	+34%	+$1.16M	2.15%	22
2014 Q4	$3.48M	Hold	174,621	–	–	1.68%	23
2014 Q3	$2.57M	Buy	+174,621	New	+$2.78M	1.18%	27

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

CCM

Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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

Rothschild Capital Partners's ATRC Position: Q1 2017 in Review

Rothschild Capital Partners sold out of AtriCure (ATRC) in Q1 2017, closing a stake of 240,260 shares — an estimated $4.7M sold.

Rothschild Capital Partners first reported a position in ATRC in Q3 2014 and held it in 10 quarters. The position peaked at $7.35M in Q4 2015. 99 funds tracked by Wall St. Rank hold ATRC as of Q1 2017.

Rothschild Capital Partners reported no remaining AtriCure position as of Q1 2017 after selling out during the quarter.
Rothschild Capital Partners sold 240,260 AtriCure shares in Q1 2017, an estimated $4.7M.
Rothschild Capital Partners first reported a position in AtriCure in Q3 2014 and held it in 10 quarters.
Rothschild Capital Partners's AtriCure position peaked at $7.35M in Q4 2015.
99 funds tracked by Wall St. Rank held AtriCure as of Q1 2017.

Based on Rothschild Capital Partners's 13F filing for Q1 2017, filed 27 Apr 2017.