BPBT
ATO icon

Boston Private Bank & Trust’s Atmos Energy ATO Stock Holding History

Boston Private Bank & Trust’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
2013
Q4 		– Sell
-836
Closed -$36K – 1047
2013
Q3 		$36K Hold
836
– – ﹤0.01% 604
2013
Q2 		$34K Buy
+836
New +$35.6K ﹤0.01% 596

Other funds holding ATO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Private Bank & Trust's ATO Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of Atmos Energy (ATO) in Q4 2013, closing a stake of 836 shares — an estimated $36K sold.

Boston Private Bank & Trust first reported a position in ATO in Q2 2013 and held it in 2 quarters. The position peaked at $36K in Q3 2013. 278 funds tracked by Wall St. Rank hold ATO as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining Atmos Energy position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 836 Atmos Energy shares in Q4 2013, an estimated $36K.
  • Boston Private Bank & Trust first reported a position in Atmos Energy in Q2 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's Atmos Energy position peaked at $36K in Q3 2013.
  • 278 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.