SevenBridge Financial Group’s ATI ATI Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-500	Closed	-$13K	–	174
2019 Q2	$13K	Hold	500	–	–	﹤0.01%	426
2019 Q1	$13K	Hold	500	–	–	﹤0.01%	386
2018 Q4	$11K	Sell	500 -550	-52%	-$14.3K	0.01%	357
2018 Q3	$31K	Sell	1,050 -200	-16%	-$5.38K	0.02%	286
2018 Q2	$31K	Hold	1,250	–	–	0.02%	294
2018 Q1	$30K	Hold	1,250	–	–	0.02%	306
2017 Q4	$30K	Hold	1,250	–	–	0.02%	321
2017 Q3	$30K	Hold	1,250	–	–	0.02%	320
2017 Q2	$21K	Hold	1,250	–	–	0.01%	374
2017 Q1	$23K	Hold	1,250	–	–	0.02%	351
2016 Q4	$21K	Hold	1,250	–	–	0.02%	356
2016 Q3	$21K	Hold	1,250	–	–	0.02%	354
2016 Q2	$16K	Buy	+1,250	New	+$17.9K	0.01%	440

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SevenBridge Financial Group's ATI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of ATI (ATI) in Q3 2019, closing a stake of 500 shares — an estimated $13K sold.

SevenBridge Financial Group first reported a position in ATI in Q2 2016 and held it in 13 quarters. The position peaked at $31K in Q3 2018. 277 funds tracked by Wall St. Rank hold ATI as of Q3 2019.

SevenBridge Financial Group reported no remaining ATI position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 500 ATI shares in Q3 2019, an estimated $13K.
SevenBridge Financial Group first reported a position in ATI in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's ATI position peaked at $31K in Q3 2018.
277 funds tracked by Wall St. Rank held ATI as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.