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Cornerstone Advisors (Washington)’s Atmos Energy ATO Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-305
Closed -$32K – 848
2019
Q2 		$32K Buy
305
+20
+7% +$2.05K ﹤0.01% 517
2019
Q1 		$29K Buy
285
+146
+105% +$14.2K ﹤0.01% 512
2018
Q4 		$13K Buy
139
+28
+25% +$2.68K ﹤0.01% 580
2018
Q3 		$10K Buy
111
+38
+52% +$3.51K 0.01% 638
2018
Q2 		$7K Buy
73
+13
+22% +$1.13K ﹤0.01% 659
2018
Q1 		$5K Buy
+60
New +$4.88K ﹤0.01% 692

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cornerstone Advisors (Washington)'s ATO Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Atmos Energy (ATO) in Q3 2019, closing a stake of 305 shares — an estimated $32K sold.

Cornerstone Advisors (Washington) first reported a position in ATO in Q1 2018 and held it in 6 quarters. The position peaked at $32K in Q2 2019. 530 funds tracked by Wall St. Rank hold ATO as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Atmos Energy position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 305 Atmos Energy shares in Q3 2019, an estimated $32K.
  • Cornerstone Advisors (Washington) first reported a position in Atmos Energy in Q1 2018 and held it in 6 quarters.
  • Cornerstone Advisors (Washington)'s Atmos Energy position peaked at $32K in Q2 2019.
  • 530 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.