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Analytic Investors’s Atmos Energy ATO Stock Holding History

Analytic Investors’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
2013
Q3 		– Sell
-66,484
Closed -$2.73M – 504
2013
Q2 		$2.73M Buy
+66,484
New +$2.83M 0.05% 242

Other funds holding ATO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Analytic Investors's ATO Position: Q3 2013 in Review

Analytic Investors sold out of Atmos Energy (ATO) in Q3 2013, closing a stake of 66,484 shares — an estimated $2.73M sold.

Analytic Investors first reported a position in ATO in Q2 2013 and held it in 1 quarter. The position peaked at $2.73M in Q2 2013. 269 funds tracked by Wall St. Rank hold ATO as of Q3 2013.

  • Analytic Investors reported no remaining Atmos Energy position as of Q3 2013 after selling out during the quarter.
  • Analytic Investors sold 66,484 Atmos Energy shares in Q3 2013, an estimated $2.73M.
  • Analytic Investors first reported a position in Atmos Energy in Q2 2013 and held it in 1 quarter.
  • Analytic Investors's Atmos Energy position peaked at $2.73M in Q2 2013.
  • 269 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2013.

Based on Analytic Investors's 13F filing for Q3 2013, filed 12 Nov 2013.