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Aris Wealth Services’s Atmos Energy ATO Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-530
Closed -$27K – 385
2015
Q2 		$27K Buy
530
+10
+2% +$536 0.02% 285
2015
Q1 		$29K Buy
+520
New +$28.6K 0.03% 276

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Aris Wealth Services's ATO Position: Q3 2015 in Review

Aris Wealth Services sold out of Atmos Energy (ATO) in Q3 2015, closing a stake of 530 shares — an estimated $27K sold.

Aris Wealth Services first reported a position in ATO in Q1 2015 and held it in 2 quarters. The position peaked at $29K in Q1 2015. 313 funds tracked by Wall St. Rank hold ATO as of Q3 2015.

  • Aris Wealth Services reported no remaining Atmos Energy position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 530 Atmos Energy shares in Q3 2015, an estimated $27K.
  • Aris Wealth Services first reported a position in Atmos Energy in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Atmos Energy position peaked at $29K in Q1 2015.
  • 313 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.