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Advocacy Wealth Management Services’s Atmos Energy ATO Stock Holding History

Advocacy Wealth Management Services’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
2016
Q4 		– Sell
-300
Closed -$22K – 313
2016
Q3 		$22K Buy
+300
New +$23.1K 0.01% 197

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Advocacy Wealth Management Services's ATO Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Atmos Energy (ATO) in Q4 2016, closing a stake of 300 shares — an estimated $22K sold.

Advocacy Wealth Management Services first reported a position in ATO in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 398 funds tracked by Wall St. Rank hold ATO as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining Atmos Energy position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 300 Atmos Energy shares in Q4 2016, an estimated $22K.
  • Advocacy Wealth Management Services first reported a position in Atmos Energy in Q3 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Atmos Energy position peaked at $22K in Q3 2016.
  • 398 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.