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Calvert Investment Management’s Atmos Energy ATO Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-25,828
Closed -$1.92M – 57
2016
Q4 		$1.92M Sell
25,828
-61
-0.2% -$4.41K 0.07% 296
2016
Q3 		$1.93M Buy
25,889
+2,639
+11% +$203K 0.07% 298
2016
Q2 		$1.89M Buy
23,250
+458
+2% +$34K 0.08% 264
2016
Q1 		$1.69M Buy
22,792
+2,753
+14% +$189K 0.07% 244
2015
Q4 		$1.26M Buy
20,039
+7,322
+58% +$450K 0.06% 265
2015
Q3 		$740K Buy
12,717
+1,360
+12% +$74.7K 0.04% 283
2015
Q2 		$582K Buy
11,357
+6,941
+157% +$372K 0.03% 337
2015
Q1 		$244K Buy
4,416
+698
+19% +$38.4K 0.02% 549
2014
Q4 		$207K Buy
+3,718
New +$196K 0.01% 556

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Calvert Investment Management's ATO Position: Q1 2017 in Review

Calvert Investment Management sold out of Atmos Energy (ATO) in Q1 2017, closing a stake of 25,828 shares — an estimated $1.92M sold.

Calvert Investment Management first reported a position in ATO in Q4 2014 and held it in 9 quarters. The position peaked at $1.93M in Q3 2016. 381 funds tracked by Wall St. Rank hold ATO as of Q1 2017.

  • Calvert Investment Management reported no remaining Atmos Energy position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 25,828 Atmos Energy shares in Q1 2017, an estimated $1.92M.
  • Calvert Investment Management first reported a position in Atmos Energy in Q4 2014 and held it in 9 quarters.
  • Calvert Investment Management's Atmos Energy position peaked at $1.93M in Q3 2016.
  • 381 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.