AIM
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Advantage Investment Management’s Atmos Energy ATO Stock Holding History

Advantage Investment Management’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
2018
Q1 		– Sell
-318
Closed -$27K – 999
2017
Q4 		$27K Buy
318
+18
+6% +$1.58K 0.01% 516
2017
Q3 		$25K Hold
300
– – 0.01% 511
2017
Q2 		$25K Buy
+300
New +$24.6K 0.01% 515
2016
Q2 		– Sell
-156
Closed -$12K – 866
2016
Q1 		$12K Hold
156
– – 0.01% 532
2015
Q4 		$10K Buy
156
+60
+63% +$3.69K 0.01% 557
2015
Q3 		$6K Hold
96
– – ﹤0.01% 620
2015
Q2 		$5K Hold
96
– – ﹤0.01% 685
2015
Q1 		$5K Buy
+96
New +$5.28K ﹤0.01% 680

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State Street
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American Century Companies
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
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Cohen & Steers
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.3B AUM 46.46% 1-Year Est. Return