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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 0.04% 402
2018
Q1 		$2.06M Buy
+24,481
New +$1.99M 0.05% 345
2017
Q4 		– Sell
-23,299
Closed -$1.95M – 524
2017
Q3 		$1.95M Buy
23,299
+11,751
+102% +$1.01M 0.04% 332
2017
Q2 		$958K Sell
11,548
-4,526
-28% -$371K 0.02% 395
2017
Q1 		$1.27M Sell
16,074
-24,832
-61% -$1.91M 0.03% 245
2016
Q4 		$3.03M Buy
40,906
+30,810
+305% +$2.23M 0.06% 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 – 606
2015
Q2 		$2.27M Buy
44,366
+38,725
+686% +$2.07M 0.04% 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Assured Investment Management's ATO Position: Q2 2019 in Review

Assured Investment Management sold out of Atmos Energy (ATO) in Q2 2019, closing a stake of 178 shares — an estimated $18K sold.

Assured Investment Management first reported a position in ATO in Q1 2015 and held it in 13 quarters. The position peaked at $3.03M in Q4 2016. 503 funds tracked by Wall St. Rank hold ATO as of Q2 2019.

  • Assured Investment Management reported no remaining Atmos Energy position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 178 Atmos Energy shares in Q2 2019, an estimated $18K.
  • Assured Investment Management first reported a position in Atmos Energy in Q1 2015 and held it in 13 quarters.
  • Assured Investment Management's Atmos Energy position peaked at $3.03M in Q4 2016.
  • 503 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.