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Boston Advisors’s Atmos Energy ATO Stock Holding History

Boston Advisors’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 		$775K Buy
6,803
+1
+0% +$109 0.04% 412
2019
Q2 		$718K Sell
6,802
-39
-0.6% -$3.99K 0.04% 422
2019
Q1 		$704K Sell
6,841
-39
-0.6% -$3.8K 0.04% 407
2018
Q4 		$638K Buy
6,880
+1
+0% +$96 0.04% 414
2018
Q3 		$646K Buy
6,879
+1
+0% +$92 0.03% 448
2018
Q2 		$620K Sell
6,878
-239
-3% -$20.7K 0.02% 457
2018
Q1 		$600K Sell
7,117
-441
-6% -$35.9K 0.02% 464
2017
Q4 		$649K Sell
7,558
-16,076
-68% -$1.41M 0.01% 450
2017
Q3 		$1.98M Sell
23,634
-49
-0.2% -$4.23K 0.04% 285
2017
Q2 		$1.97M Buy
23,683
+16,821
+245% +$1.38M 0.05% 297
2017
Q1 		$542K Buy
6,862
+151
+2% +$11.6K 0.01% 449
2016
Q4 		$498K Sell
6,711
-698
-9% -$50.4K 0.01% 478
2016
Q3 		$552K Buy
7,409
+1
+0% +$77 0.01% 485
2016
Q2 		$602K Buy
7,408
+601
+9% +$44.6K 0.02% 433
2016
Q1 		$505K Buy
6,807
+1
+0% +$69 0.01% 456
2015
Q4 		$429K Sell
6,806
-298
-4% -$18.3K 0.01% 498
2015
Q3 		$413K Buy
7,104
+301
+4% +$16.5K 0.02% 579
2015
Q2 		$349K Buy
6,803
+2
+0% +$107 0.01% 573
2015
Q1 		$376K Buy
6,801
+1
+0% +$55 0.01% 532
2014
Q4 		$379K Hold
6,800
– – 0.02% 402
2014
Q3 		$324K Hold
6,800
– – 0.01% 442
2014
Q2 		$363K Hold
6,800
– – 0.02% 430
2014
Q1 		$320K Hold
6,800
– – 0.01% 449
2013
Q4 		$309K Sell
6,800
-5,450
-44% -$241K 0.01% 457
2013
Q3 		$522K Sell
12,250
-100
-0.8% -$4.22K 0.03% 323
2013
Q2 		$507K Buy
+12,350
New +$526K 0.02% 315

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Boston Advisors's ATO Position: Q3 2019 in Review

Boston Advisors increased its Atmos Energy (ATO) stake by 0.01% in Q3 2019, buying an estimated $109 and bringing the position to 6,803 shares worth $775K. The position accounts for 0.04% of the portfolio, ranked #412.

Boston Advisors first reported a position in ATO in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.98M in Q3 2017. 530 funds tracked by Wall St. Rank hold ATO as of Q3 2019.

  • Boston Advisors held 6,803 shares of Atmos Energy worth $775K as of Q3 2019.
  • Boston Advisors bought 1 Atmos Energy share in Q3 2019, an estimated $109.
  • Atmos Energy made up 0.04% of Boston Advisors's portfolio in Q3 2019, its #412 holding.
  • Boston Advisors first reported a position in Atmos Energy in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's Atmos Energy position peaked at $1.98M in Q3 2017.
  • 530 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.