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Bowling Portfolio Management’s Atmos Energy ATO Stock Holding History

Bowling Portfolio 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
Q2 		– Sell
-25,826
Closed -$1.92M – 165
2016
Q1 		$1.92M Buy
25,826
+10,723
+71% +$736K 0.31% 107
2015
Q4 		$952K Buy
15,103
+22
+0.1% +$1.35K 0.21% 127
2015
Q3 		$877K Buy
+15,081
New +$828K 0.2% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bowling Portfolio Management's ATO Position: Q2 2016 in Review

Bowling Portfolio Management sold out of Atmos Energy (ATO) in Q2 2016, closing a stake of 25,826 shares — an estimated $1.92M sold.

Bowling Portfolio Management first reported a position in ATO in Q3 2015 and held it in 3 quarters. The position peaked at $1.92M in Q1 2016. 395 funds tracked by Wall St. Rank hold ATO as of Q2 2016.

  • Bowling Portfolio Management reported no remaining Atmos Energy position as of Q2 2016 after selling out during the quarter.
  • Bowling Portfolio Management sold 25,826 Atmos Energy shares in Q2 2016, an estimated $1.92M.
  • Bowling Portfolio Management first reported a position in Atmos Energy in Q3 2015 and held it in 3 quarters.
  • Bowling Portfolio Management's Atmos Energy position peaked at $1.92M in Q1 2016.
  • 395 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2016.

Based on Bowling Portfolio Management's 13F filing for Q2 2016, filed 9 Aug 2016.