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Triangle Securities Wealth Management’s ATI ATI Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-761
Closed -$20K – 140
2013
Q2 		$20K Buy
+761
New +$21.4K 0.01% 377

Other funds holding ATI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Triangle Securities Wealth Management's ATI Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of ATI (ATI) in Q3 2013, closing a stake of 761 shares — an estimated $20K sold.

Triangle Securities Wealth Management first reported a position in ATI in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 286 funds tracked by Wall St. Rank hold ATI as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining ATI position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 761 ATI shares in Q3 2013, an estimated $20K.
  • Triangle Securities Wealth Management first reported a position in ATI in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's ATI position peaked at $20K in Q2 2013.
  • 286 funds tracked by Wall St. Rank held ATI as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.