Valeo Financial Advisors’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History

Valeo Financial Advisors’s Portfolio CATM Stock Details CATM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-20	Closed	–	–	2275
2020 Q2	$0	Hold	20	–	–	﹤0.01%	2209
2020 Q1	$0	Hold	20	–	–	﹤0.01%	1975
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	1602
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	1523
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	1525
2019 Q1	$1K	Buy	20 +19	+1,900%	+$566	﹤0.01%	1516
2018 Q4	$0	Sell	1 -18	-95%	-$545	﹤0.01%	1822
2018 Q3	$1K	Hold	19	–	–	﹤0.01%	1726
2018 Q2	$1K	Hold	19	–	–	﹤0.01%	1556
2018 Q1	$0	Hold	19	–	–	﹤0.01%	1626
2017 Q4	$0	Buy	19 +1	+6%	+$20	﹤0.01%	1454
2017 Q3	$0	Buy	+18	New	+$512	﹤0.01%	1195

Other funds holding CATM

HEC

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Valeo Financial Advisors's CATM Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q3 2020, closing a stake of 20 shares.

Valeo Financial Advisors first reported a position in CATM in Q3 2017 and held it in 12 quarters. The position peaked at $1K in Q4 2019. 145 funds tracked by Wall St. Rank hold CATM as of Q3 2020.

Valeo Financial Advisors reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 20 Cardtronics plc Class A Ordinary Shares (UK) shares in Q3 2020.
Valeo Financial Advisors first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's Cardtronics plc Class A Ordinary Shares (UK) position peaked at $1K in Q4 2019.
145 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.