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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

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Advantage Investment Management's ATO Position: Q1 2018 in Review

Advantage Investment Management sold out of Atmos Energy (ATO) in Q1 2018, closing a stake of 318 shares — an estimated $27K sold.

Advantage Investment Management first reported a position in ATO in Q1 2015 and held it in 8 quarters. The position peaked at $27K in Q4 2017. 415 funds tracked by Wall St. Rank hold ATO as of Q1 2018.

  • Advantage Investment Management reported no remaining Atmos Energy position as of Q1 2018 after selling out during the quarter.
  • Advantage Investment Management sold 318 Atmos Energy shares in Q1 2018, an estimated $27K.
  • Advantage Investment Management first reported a position in Atmos Energy in Q1 2015 and held it in 8 quarters.
  • Advantage Investment Management's Atmos Energy position peaked at $27K in Q4 2017.
  • 415 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.