Archford Capital Strategies’s Atmos Energy ATO Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-184	Closed	-$19K	–	237
2019 Q2	$19K	Buy	184 +58	+46%	+$5.94K	0.01%	356
2019 Q1	$13K	Hold	126	–	–	﹤0.01%	368
2018 Q4	$12K	Hold	126	–	–	﹤0.01%	360
2018 Q3	$12K	Hold	126	–	–	﹤0.01%	404
2018 Q2	$11K	Hold	126	–	–	﹤0.01%	415
2018 Q1	$11K	Buy	+126	New	+$10.3K	﹤0.01%	323
2017 Q2	–	Sell	-126	Closed	-$10K	–	228
2017 Q1	$10K	Buy	+126	New	+$9.67K	﹤0.01%	424
2016 Q4	–	Sell	-126	Closed	-$9K	–	639
2016 Q3	$9K	Hold	126	–	–	﹤0.01%	374
2016 Q2	$10K	Buy	+126	New	+$9.34K	0.01%	390
2016 Q1	–	Sell	-126	Closed	-$8K	–	208
2015 Q4	$8K	Hold	126	–	–	﹤0.01%	468
2015 Q3	$7K	Hold	126	–	–	0.01%	371
2015 Q2	$6K	Hold	126	–	–	﹤0.01%	352
2015 Q1	$6.97K	Buy	+126	New	+$6.93K	﹤0.01%	368

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Archford Capital Strategies's ATO Position: Q3 2019 in Review

Archford Capital Strategies sold out of Atmos Energy (ATO) in Q3 2019, closing a stake of 184 shares — an estimated $19K sold.

Archford Capital Strategies first reported a position in ATO in Q1 2015 and held it in 13 quarters. The position peaked at $19K in Q2 2019. 530 funds tracked by Wall St. Rank hold ATO as of Q3 2019.

Archford Capital Strategies reported no remaining Atmos Energy position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 184 Atmos Energy shares in Q3 2019, an estimated $19K.
Archford Capital Strategies first reported a position in Atmos Energy in Q1 2015 and held it in 13 quarters.
Archford Capital Strategies's Atmos Energy position peaked at $19K in Q2 2019.
530 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.