Algert Global’s Atmos Energy ATO Stock Holding History

Algert Global’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
2014 Q3	–	Sell	-4,520	Closed	-$241K	–	280
2014 Q2	$241K	Buy	+4,520	New	+$228K	0.16%	225

Other funds holding ATO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Algert Global's ATO Position: Q3 2014 in Review

Algert Global sold out of Atmos Energy (ATO) in Q3 2014, closing a stake of 4,520 shares — an estimated $241K sold.

Algert Global first reported a position in ATO in Q2 2014 and held it in 1 quarter. The position peaked at $241K in Q2 2014. 306 funds tracked by Wall St. Rank hold ATO as of Q3 2014.

Algert Global reported no remaining Atmos Energy position as of Q3 2014 after selling out during the quarter.
Algert Global sold 4,520 Atmos Energy shares in Q3 2014, an estimated $241K.
Algert Global first reported a position in Atmos Energy in Q2 2014 and held it in 1 quarter.
Algert Global's Atmos Energy position peaked at $241K in Q2 2014.
306 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2014.

Based on Algert Global's 13F filing for Q3 2014, filed 10 Nov 2014.