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Broadview Financial Management’s Atmos Energy ATO Stock Holding History

Broadview Financial 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
Q1 		– Sell
-4,595
Closed -$426K – 46
2018
Q4 		$426K Buy
+4,595
New +$439K 0.38% 38

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Broadview Financial Management's ATO Position: Q1 2019 in Review

Broadview Financial Management sold out of Atmos Energy (ATO) in Q1 2019, closing a stake of 4,595 shares — an estimated $426K sold.

Broadview Financial Management first reported a position in ATO in Q4 2018 and held it in 1 quarter. The position peaked at $426K in Q4 2018. 507 funds tracked by Wall St. Rank hold ATO as of Q1 2019.

  • Broadview Financial Management reported no remaining Atmos Energy position as of Q1 2019 after selling out during the quarter.
  • Broadview Financial Management sold 4,595 Atmos Energy shares in Q1 2019, an estimated $426K.
  • Broadview Financial Management first reported a position in Atmos Energy in Q4 2018 and held it in 1 quarter.
  • Broadview Financial Management's Atmos Energy position peaked at $426K in Q4 2018.
  • 507 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2019.

Based on Broadview Financial Management's 13F filing for Q1 2019, filed 3 May 2019.