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Aviance Capital Management’s Atmos Energy ATO Stock Holding History

Aviance Capital 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
2016
Q4 		– Sell
-4,782
Closed -$356K – 199
2016
Q3 		$356K Buy
4,782
+698
+17% +$53.7K 0.01% 291
2016
Q2 		$332K Buy
4,084
+426
+12% +$31.6K 0.01% 281
2016
Q1 		$272K Sell
3,658
-684
-16% -$47K 0.01% 271
2015
Q4 		$274K Sell
4,342
-149
-3% -$9.16K 0.01% 267
2015
Q3 		$261K Buy
+4,491
New +$247K 0.01% 270

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aviance Capital Management's ATO Position: Q4 2016 in Review

Aviance Capital Management sold out of Atmos Energy (ATO) in Q4 2016, closing a stake of 4,782 shares — an estimated $356K sold.

Aviance Capital Management first reported a position in ATO in Q3 2015 and held it in 5 quarters. The position peaked at $356K in Q3 2016. 398 funds tracked by Wall St. Rank hold ATO as of Q4 2016.

  • Aviance Capital Management reported no remaining Atmos Energy position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Management sold 4,782 Atmos Energy shares in Q4 2016, an estimated $356K.
  • Aviance Capital Management first reported a position in Atmos Energy in Q3 2015 and held it in 5 quarters.
  • Aviance Capital Management's Atmos Energy position peaked at $356K in Q3 2016.
  • 398 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2016.

Based on Aviance Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.