Capital Bank & Trust’s Atmos Energy ATO Stock Holding History

Capital 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
2019 Q4	–	Sell	-11	Closed	-$1K	–	714
2019 Q3	$1K	Buy	+11	New	+$1.2K	﹤0.01%	749

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Bank & Trust's ATO Position: Q4 2019 in Review

Capital Bank & Trust sold out of Atmos Energy (ATO) in Q4 2019, closing a stake of 11 shares — an estimated $1K sold.

Capital Bank & Trust first reported a position in ATO in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 567 funds tracked by Wall St. Rank hold ATO as of Q4 2019.

Capital Bank & Trust reported no remaining Atmos Energy position as of Q4 2019 after selling out during the quarter.
Capital Bank & Trust sold 11 Atmos Energy shares in Q4 2019, an estimated $1K.
Capital Bank & Trust first reported a position in Atmos Energy in Q3 2019 and held it in 1 quarter.
Capital Bank & Trust's Atmos Energy position peaked at $1K in Q3 2019.
567 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2019.

Based on Capital Bank & Trust's 13F filing for Q4 2019, filed 18 Feb 2020.