WealthPLAN Partners’s ATI ATI Stock Holding History

WealthPLAN Partners’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
2015 Q2	–	Sell	-493	Closed	-$14K	–	429
2015 Q1	$14K	Buy	+493	New	+$15.3K	0.01%	349

Other funds holding ATI

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

NRC

North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return

WealthPLAN Partners's ATI Position: Q2 2015 in Review

WealthPLAN Partners sold out of ATI (ATI) in Q2 2015, closing a stake of 493 shares — an estimated $14K sold.

WealthPLAN Partners first reported a position in ATI in Q1 2015 and held it in 1 quarter. The position peaked at $14K in Q1 2015. 301 funds tracked by Wall St. Rank hold ATI as of Q2 2015.

WealthPLAN Partners reported no remaining ATI position as of Q2 2015 after selling out during the quarter.
WealthPLAN Partners sold 493 ATI shares in Q2 2015, an estimated $14K.
WealthPLAN Partners first reported a position in ATI in Q1 2015 and held it in 1 quarter.
WealthPLAN Partners's ATI position peaked at $14K in Q1 2015.
301 funds tracked by Wall St. Rank held ATI as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.