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CrestPoint Capital Management’s Atmos Energy ATO Stock Holding History

CrestPoint 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
2015
Q3 		– Sell
-4,100
Closed -$210K – 193
2015
Q2 		$210K Hold
4,100
– – 0.11% 212
2015
Q1 		$227K Buy
+4,100
New +$226K 0.12% 206

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

CrestPoint Capital Management's ATO Position: Q3 2015 in Review

CrestPoint Capital Management sold out of Atmos Energy (ATO) in Q3 2015, closing a stake of 4,100 shares — an estimated $210K sold.

CrestPoint Capital Management first reported a position in ATO in Q1 2015 and held it in 2 quarters. The position peaked at $227K in Q1 2015. 313 funds tracked by Wall St. Rank hold ATO as of Q3 2015.

  • CrestPoint Capital Management reported no remaining Atmos Energy position as of Q3 2015 after selling out during the quarter.
  • CrestPoint Capital Management sold 4,100 Atmos Energy shares in Q3 2015, an estimated $210K.
  • CrestPoint Capital Management first reported a position in Atmos Energy in Q1 2015 and held it in 2 quarters.
  • CrestPoint Capital Management's Atmos Energy position peaked at $227K in Q1 2015.
  • 313 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2015.

Based on CrestPoint Capital Management's 13F filing for Q3 2015, filed 15 Oct 2015.