WA
CATM

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

WFG 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
2015
Q2 		– Sell
-35
Closed -$1K – 1837
2015
Q1 		$1K Hold
35
– – ﹤0.01% 1687
2014
Q4 		$1K Hold
35
– – ﹤0.01% 2011
2014
Q3 		$1K Buy
+35
New +$1.25K ﹤0.01% 2027

Other funds holding CATM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WFG Advisors's CATM Position: Q2 2015 in Review

WFG Advisors sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q2 2015, closing a stake of 35 shares — an estimated $1K sold.

WFG Advisors first reported a position in CATM in Q3 2014 and held it in 3 quarters. The position peaked at $1K in Q1 2015. 210 funds tracked by Wall St. Rank hold CATM as of Q2 2015.

  • WFG Advisors reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 35 Cardtronics plc Class A Ordinary Shares (UK) shares in Q2 2015, an estimated $1K.
  • WFG Advisors first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q3 2014 and held it in 3 quarters.
  • WFG Advisors's Cardtronics plc Class A Ordinary Shares (UK) position peaked at $1K in Q1 2015.
  • 210 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.