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Alpha Windward’s Atmos Energy ATO Stock Holding History

Alpha Windward’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
2017
Q1 		– Sell
-6,480
Closed -$480K – 419
2016
Q4 		$480K Buy
+6,480
New +$468K 0.31% 112
2016
Q1 		– Sell
-6,960
Closed -$439K – 419
2015
Q4 		$439K Sell
6,960
-1,407
-17% -$86.5K 0.32% 68
2015
Q3 		$487K Buy
8,367
+7,680
+1,118% +$422K 0.36% 27
2015
Q2 		$35K Buy
+687
New +$36.8K 0.02% 318
2014
Q2 		– Sell
-10,870
Closed -$512K – 396
2014
Q1 		$512K Buy
10,870
+420
+4% +$19.3K 0.35% 56
2013
Q4 		$475K Sell
10,450
-121
-1% -$5.34K 0.33% 104
2013
Q3 		$450K Buy
10,571
+1,260
+14% +$53.2K 0.34% 84
2013
Q2 		$382K Buy
+9,311
New +$397K 0.31% 127

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return