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Advisory Research’s Atmos Energy ATO Stock Holding History

Advisory Research’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
2020
Q1 		– Sell
-173,341
Closed -$19.4M – 283
2019
Q4 		$19.4M Sell
173,341
-2,282
-1% -$250K 0.89% 50
2019
Q3 		$20M Sell
175,623
-5,992
-3% -$655K 0.96% 41
2019
Q2 		$19.2M Sell
181,615
-767
-0.4% -$78.5K 0.38% 73
2019
Q1 		$18.8M Buy
182,382
+6,148
+3% +$599K 0.36% 75
2018
Q4 		$16.3M Buy
176,234
+160,513
+1,021% +$15.3M 0.35% 80
2018
Q3 		$1.48M Buy
15,721
+204
+1% +$18.8K 0.02% 227
2018
Q2 		$1.4M Buy
15,517
+1,705
+12% +$148K 0.02% 238
2018
Q1 		$1.16M Buy
+13,812
New +$1.12M 0.02% 259

Other funds holding ATO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Advisory Research's ATO Position: Q1 2020 in Review

Advisory Research sold out of Atmos Energy (ATO) in Q1 2020, closing a stake of 173,341 shares — an estimated $19.4M sold.

Advisory Research first reported a position in ATO in Q1 2018 and held it in 8 quarters. The position peaked at $20M in Q3 2019. 552 funds tracked by Wall St. Rank hold ATO as of Q1 2020.

  • Advisory Research reported no remaining Atmos Energy position as of Q1 2020 after selling out during the quarter.
  • Advisory Research sold 173,341 Atmos Energy shares in Q1 2020, an estimated $19.4M.
  • Advisory Research first reported a position in Atmos Energy in Q1 2018 and held it in 8 quarters.
  • Advisory Research's Atmos Energy position peaked at $20M in Q3 2019.
  • 552 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.