UCFA
ATCO

United Capital Financial Advisors’s Atlas Corp. ATCO Stock Holding History

United Capital Financial Advisors’s Portfolio ATCO Stock Details ATCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,715
Closed -$105K – 1230
2020
Q3 		$105K Buy
11,715
+1,615
+16% +$13.1K ﹤0.01% 1113
2020
Q2 		$77K Sell
10,100
-100
-1% -$727 ﹤0.01% 1151
2020
Q1 		$78K Buy
10,200
+200
+2% +$2.21K ﹤0.01% 1136
2019
Q4 		$142K Buy
+10,000
New +$119K ﹤0.01% 1316
2015
Q4 		– Sell
-50,437
Closed -$773K – 1302
2015
Q3 		$773K Buy
+50,437
New +$882K 0.01% 764

Other funds holding ATCO

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SCM
SKBA Capital Management San Francisco, California $606M AUM 13.33% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

United Capital Financial Advisors's ATCO Position: Q4 2020 in Review

United Capital Financial Advisors sold out of Atlas Corp. (ATCO) in Q4 2020, closing a stake of 11,715 shares — an estimated $105K sold.

United Capital Financial Advisors first reported a position in ATCO in Q3 2015 and held it in 5 quarters. The position peaked at $773K in Q3 2015. 150 funds tracked by Wall St. Rank hold ATCO as of Q4 2020.

  • United Capital Financial Advisors reported no remaining Atlas Corp. position as of Q4 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,715 Atlas Corp. shares in Q4 2020, an estimated $105K.
  • United Capital Financial Advisors first reported a position in Atlas Corp. in Q3 2015 and held it in 5 quarters.
  • United Capital Financial Advisors's Atlas Corp. position peaked at $773K in Q3 2015.
  • 150 funds tracked by Wall St. Rank held Atlas Corp. as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.