1919 Investment Counsel’s Atmos Energy ATO Stock Holding History

1919 Investment Counsel’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$15K	Hold	300	–	–	﹤0.01%	838
2014 Q2	$17K	Hold	300	–	–	﹤0.01%	828
2014 Q1	$15K	Sell	300 -1,700	-85%	-$78.3K	﹤0.01%	829
2013 Q4	$91K	Hold	2,000	–	–	﹤0.01%	618
2013 Q3	$86K	Buy	2,000 +300	+18%	+$12.7K	﹤0.01%	613
2013 Q2	$70K	Buy	+1,700	New	+$72.4K	﹤0.01%	624

Other funds holding ATO

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1919 Investment Counsel's ATO Position: Q3 2014 in Review

1919 Investment Counsel held its Atmos Energy (ATO) position steady in Q3 2014 at 300 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

1919 Investment Counsel first reported a position in ATO in Q2 2013 and has held it in 6 quarters since. The position peaked at $91K in Q4 2013. 306 funds tracked by Wall St. Rank hold ATO as of Q3 2014.

1919 Investment Counsel held 300 shares of Atmos Energy worth $15K as of Q3 2014.
1919 Investment Counsel left its Atmos Energy share count unchanged in Q3 2014.
Atmos Energy made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #838 holding.
1919 Investment Counsel first reported a position in Atmos Energy in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's Atmos Energy position peaked at $91K in Q4 2013.
306 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.