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Strategic Family Wealth Counselors’s Anterix ATEX Stock Holding History

Strategic Family Wealth Counselors’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-6,362
Closed -$299K – 66
2019
Q2 		$299K Hold
6,362
– – 0.23% 50
2019
Q1 		$224K Hold
6,362
– – 0.18% 58
2018
Q4 		$238K Buy
+6,362
New +$249K 0.27% 53

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
LCM
Lomas Capital Management New York $1.04B AUM 24.59% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

Strategic Family Wealth Counselors's ATEX Position: Q3 2019 in Review

Strategic Family Wealth Counselors sold out of Anterix (ATEX) in Q3 2019, closing a stake of 6,362 shares — an estimated $299K sold.

Strategic Family Wealth Counselors first reported a position in ATEX in Q4 2018 and held it in 3 quarters. The position peaked at $299K in Q2 2019. 75 funds tracked by Wall St. Rank hold ATEX as of Q3 2019.

  • Strategic Family Wealth Counselors reported no remaining Anterix position as of Q3 2019 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 6,362 Anterix shares in Q3 2019, an estimated $299K.
  • Strategic Family Wealth Counselors first reported a position in Anterix in Q4 2018 and held it in 3 quarters.
  • Strategic Family Wealth Counselors's Anterix position peaked at $299K in Q2 2019.
  • 75 funds tracked by Wall St. Rank held Anterix as of Q3 2019.

Based on Strategic Family Wealth Counselors's 13F filing for Q3 2019, filed 17 Oct 2019.