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Simply Money Advisors’s AptarGroup ATR Stock Holding History

Simply Money 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
Q3 		– Sell
-53
Closed -$3K – 137
2013
Q2 		$3K Buy
+53
New +$2.98K ﹤0.01% 333

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Simply Money Advisors's ATR Position: Q3 2013 in Review

Simply Money Advisors sold out of AptarGroup (ATR) in Q3 2013, closing a stake of 53 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in ATR in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 240 funds tracked by Wall St. Rank hold ATR as of Q3 2013.

  • Simply Money Advisors reported no remaining AptarGroup position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 53 AptarGroup shares in Q3 2013, an estimated $3K.
  • Simply Money Advisors first reported a position in AptarGroup in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's AptarGroup position peaked at $3K in Q2 2013.
  • 240 funds tracked by Wall St. Rank held AptarGroup as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.