CapWealth Advisors’s Atmos Energy ATO Stock Holding History

CapWealth Advisors’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 Q4	–	Sell	-600	Closed	-$45K	–	103
2016 Q3	$45K	Hold	600	–	–	0.01%	145
2016 Q2	$49K	Hold	600	–	–	0.01%	140
2016 Q1	$45K	Hold	600	–	–	0.01%	146
2015 Q4	$38K	Hold	600	–	–	0.01%	129
2015 Q3	$35K	Hold	600	–	–	0.01%	131
2015 Q2	$31K	Hold	600	–	–	0.01%	143
2015 Q1	$33K	Buy	+600	New	+$33K	0.01%	147
2014 Q4	–	Sell	-600	Closed	-$29K	–	102
2014 Q3	$29K	Sell	600 -300	-33%	-$15K	0.01%	158
2014 Q2	$48K	Hold	900	–	–	0.01%	143
2014 Q1	$42K	Buy	900 +200	+29%	+$9.21K	0.01%	140
2013 Q4	$32K	Hold	700	–	–	0.01%	171
2013 Q3	$30K	Hold	700	–	–	0.01%	196
2013 Q2	$29K	Buy	+700	New	+$29.8K	0.01%	191

Other funds holding ATO

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CapWealth Advisors's ATO Position: Q4 2016 in Review

CapWealth Advisors sold out of Atmos Energy (ATO) in Q4 2016, closing a stake of 600 shares — an estimated $45K sold.

CapWealth Advisors first reported a position in ATO in Q2 2013 and held it in 13 quarters. The position peaked at $49K in Q2 2016. 398 funds tracked by Wall St. Rank hold ATO as of Q4 2016.

CapWealth Advisors reported no remaining Atmos Energy position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 600 Atmos Energy shares in Q4 2016, an estimated $45K.
CapWealth Advisors first reported a position in Atmos Energy in Q2 2013 and held it in 13 quarters.
CapWealth Advisors's Atmos Energy position peaked at $49K in Q2 2016.
398 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.