AIM
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Assured Investment Management’s Atmos Energy ATO Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-178
Closed -$18K – 112
2019
Q1 		$18K Sell
178
-2,223
-93% -$217K ﹤0.01% 1028
2018
Q4 		$223K Buy
+2,401
New +$229K 0.01% 865
2018
Q3 		– Sell
-22,509
Closed -$2.03M – 1155
2018
Q2 		$2.03M Sell
22,509
-1,972
-8% -$171K 0.05% 402
2018
Q1 		$2.06M Buy
+24,481
New +$1.99M 0.06% 345
2017
Q4 		– Sell
-23,299
Closed -$1.95M – 524
2017
Q3 		$1.95M Buy
23,299
+11,751
+102% +$1.01M 0.06% 332
2017
Q2 		$958K Sell
11,548
-4,526
-28% -$371K 0.03% 395
2017
Q1 		$1.27M Sell
16,074
-24,832
-61% -$1.91M 0.05% 245
2016
Q4 		$3.03M Buy
40,906
+30,810
+305% +$2.23M 0.1% 130
2016
Q3 		$752K Sell
10,096
-232
-2% -$17.9K 0.02% 359
2016
Q2 		$840K Buy
+10,328
New +$766K 0.02% 304
2016
Q1 		– Sell
-16,485
Closed -$1.04M – 606
2015
Q4 		$1.04M Buy
+16,485
New +$1.01M 0.02% 193
2015
Q3 		– Sell
-44,366
Closed -$2.27M – 607
2015
Q2 		$2.27M Buy
44,366
+38,725
+686% +$2.07M 0.05% 156
2015
Q1 		$312K Buy
+5,641
New +$310K 0.01% 341

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return