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Copeland Capital Management’s Atmos Energy ATO Stock Holding History

Copeland Capital 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
2020
Q1 		– Sell
-23,492
Closed -$2.63M – 278
2019
Q4 		$2.63M Hold
23,492
– – 0.12% 117
2019
Q3 		$2.68M Sell
23,492
-10,370
-31% -$1.13M 0.14% 113
2019
Q2 		$3.57M Hold
33,862
– – 0.2% 101
2019
Q1 		$3.48M Buy
33,862
+33,843
+178,121% +$3.3M 0.22% 99
2018
Q4 		$2K Buy
+19
New +$1.82K ﹤0.01% 230

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Copeland Capital Management's ATO Position: Q1 2020 in Review

Copeland Capital Management sold out of Atmos Energy (ATO) in Q1 2020, closing a stake of 23,492 shares — an estimated $2.63M sold.

Copeland Capital Management first reported a position in ATO in Q4 2018 and held it in 5 quarters. The position peaked at $3.57M in Q2 2019. 552 funds tracked by Wall St. Rank hold ATO as of Q1 2020.

  • Copeland Capital Management reported no remaining Atmos Energy position as of Q1 2020 after selling out during the quarter.
  • Copeland Capital Management sold 23,492 Atmos Energy shares in Q1 2020, an estimated $2.63M.
  • Copeland Capital Management first reported a position in Atmos Energy in Q4 2018 and held it in 5 quarters.
  • Copeland Capital Management's Atmos Energy position peaked at $3.57M in Q2 2019.
  • 552 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2020.

Based on Copeland Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.