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Winfield Associates’s AptarGroup ATR Stock Holding History

Winfield Associates’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-82
Closed -$7K – 794
2017
Q2 		$7K Buy
+82
New +$6.75K ﹤0.01% 449
2016
Q4 		– Sell
-10
Closed -$1K – 726
2016
Q3 		$1K Hold
10
– – ﹤0.01% 585
2016
Q2 		$1K Hold
10
– – ﹤0.01% 582
2016
Q1 		$1K Buy
+10
New +$733 ﹤0.01% 554

Other funds holding ATR

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Winfield Associates's ATR Position: Q3 2017 in Review

Winfield Associates sold out of AptarGroup (ATR) in Q3 2017, closing a stake of 82 shares — an estimated $7K sold.

Winfield Associates first reported a position in ATR in Q1 2016 and held it in 4 quarters. The position peaked at $7K in Q2 2017. 328 funds tracked by Wall St. Rank hold ATR as of Q3 2017.

  • Winfield Associates reported no remaining AptarGroup position as of Q3 2017 after selling out during the quarter.
  • Winfield Associates sold 82 AptarGroup shares in Q3 2017, an estimated $7K.
  • Winfield Associates first reported a position in AptarGroup in Q1 2016 and held it in 4 quarters.
  • Winfield Associates's AptarGroup position peaked at $7K in Q2 2017.
  • 328 funds tracked by Wall St. Rank held AptarGroup as of Q3 2017.

Based on Winfield Associates's 13F filing for Q3 2017, filed 6 Nov 2017.