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Alera Investment Advisors’s Atmos Energy ATO Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-166
Closed -$17K – 146
2019
Q1 		$17K Sell
166
-8
-5% -$780 0.01% 327
2018
Q4 		$16K Buy
+174
New +$16.6K 0.01% 326

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's ATO Position: Q2 2019 in Review

Alera Investment Advisors sold out of Atmos Energy (ATO) in Q2 2019, closing a stake of 166 shares — an estimated $17K sold.

Alera Investment Advisors first reported a position in ATO in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 503 funds tracked by Wall St. Rank hold ATO as of Q2 2019.

  • Alera Investment Advisors reported no remaining Atmos Energy position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 166 Atmos Energy shares in Q2 2019, an estimated $17K.
  • Alera Investment Advisors first reported a position in Atmos Energy in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Atmos Energy position peaked at $17K in Q1 2019.
  • 503 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.