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Wealthspire Advisors (Maryland)’s Atkore ATKR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,866
Closed -$36K – 2434
2017
Q3 		$36K Sell
1,866
-2,318
-55% -$44.5K ﹤0.01% 1089
2017
Q2 		$94K Hold
4,184
– – 0.01% 714
2017
Q1 		$110K Buy
4,184
+1,065
+34% +$27.4K 0.02% 561
2016
Q4 		$75K Buy
+3,119
New +$64.1K 0.01% 664

Other funds holding ATKR

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ATKR Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Atkore (ATKR) in Q4 2017, closing a stake of 1,866 shares — an estimated $36K sold.

Wealthspire Advisors (Maryland) first reported a position in ATKR in Q4 2016 and held it in 4 quarters. The position peaked at $110K in Q1 2017. 124 funds tracked by Wall St. Rank hold ATKR as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Atkore position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,866 Atkore shares in Q4 2017, an estimated $36K.
  • Wealthspire Advisors (Maryland) first reported a position in Atkore in Q4 2016 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Atkore position peaked at $110K in Q1 2017.
  • 124 funds tracked by Wall St. Rank held Atkore as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.