TL
AT

TrueWealth LLC’s Atlantic Power Corporation AT Stock Holding History

TrueWealth LLC’s Portfolio AT Stock Details AT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,304
Closed -$3K – 834
2018
Q3 		$3K Hold
1,304
– – ﹤0.01% 709
2018
Q2 		$3K Buy
+1,304
New +$2.87K ﹤0.01% 716

Other funds holding AT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

TrueWealth LLC's AT Position: Q4 2018 in Review

TrueWealth LLC sold out of Atlantic Power Corporation (AT) in Q4 2018, closing a stake of 1,304 shares — an estimated $3K sold.

TrueWealth LLC first reported a position in AT in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 111 funds tracked by Wall St. Rank hold AT as of Q4 2018.

  • TrueWealth LLC reported no remaining Atlantic Power Corporation position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 1,304 Atlantic Power Corporation shares in Q4 2018, an estimated $3K.
  • TrueWealth LLC first reported a position in Atlantic Power Corporation in Q2 2018 and held it in 2 quarters.
  • TrueWealth LLC's Atlantic Power Corporation position peaked at $3K in Q3 2018.
  • 111 funds tracked by Wall St. Rank held Atlantic Power Corporation as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.