Valeo Financial Advisors’s Atlas Corp. ATCO Stock Holding History

Valeo 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
2019 Q4	–	Sell	-8,000	Closed	-$85K	–	1755
2019 Q3	$85K	Hold	8,000	–	–	0.01%	472
2019 Q2	$78K	Hold	8,000	–	–	0.01%	482
2019 Q1	$70K	Buy	8,000 +1,000	+14%	+$8.72K	0.01%	490
2018 Q4	$55K	Sell	7,000 -9,100	-57%	-$79.2K	0.01%	504
2018 Q3	$144K	Sell	16,100 -19,200	-54%	-$173K	0.02%	331
2018 Q2	$301K	Sell	35,300 -38,700	-52%	-$321K	0.04%	225
2018 Q1	$494K	Hold	74,000	–	–	0.08%	151
2017 Q4	$500K	Hold	74,000	–	–	0.08%	150
2017 Q3	$525K	Buy	+74,000	New	+$509K	0.12%	121

Other funds holding ATCO

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Valeo Financial Advisors's ATCO Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Atlas Corp. (ATCO) in Q4 2019, closing a stake of 8,000 shares — an estimated $85K sold.

Valeo Financial Advisors first reported a position in ATCO in Q3 2017 and held it in 9 quarters. The position peaked at $525K in Q3 2017. 145 funds tracked by Wall St. Rank hold ATCO as of Q4 2019.

Valeo Financial Advisors reported no remaining Atlas Corp. position as of Q4 2019 after selling out during the quarter.
Valeo Financial Advisors sold 8,000 Atlas Corp. shares in Q4 2019, an estimated $85K.
Valeo Financial Advisors first reported a position in Atlas Corp. in Q3 2017 and held it in 9 quarters.
Valeo Financial Advisors's Atlas Corp. position peaked at $525K in Q3 2017.
145 funds tracked by Wall St. Rank held Atlas Corp. as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.