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Dana Investment Advisors’s Atmos Energy ATO Stock Holding History

Dana Investment 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
2017
Q1 		– Sell
-111,379
Closed -$8.26M – 283
2016
Q4 		$8.26M Sell
111,379
-8,426
-7% -$609K 0.39% 79
2016
Q3 		$8.92M Sell
119,805
-6,066
-5% -$467K 0.43% 71
2016
Q2 		$10.2M Buy
125,871
+4,435
+4% +$329K 0.45% 68
2016
Q1 		$9.02M Buy
121,436
+115,917
+2,100% +$7.96M 0.41% 78
2015
Q4 		$5.52M Sell
5,519
-81,092
-94% -$4.98M 0.27% 97
2015
Q3 		$5.04M Buy
86,611
+3,679
+4% +$202K 0.24% 96
2015
Q2 		$4.25M Buy
82,932
+10,128
+14% +$543K 0.2% 102
2015
Q1 		$4.03M Sell
72,804
-97,856
-57% -$5.38M 0.2% 107
2014
Q4 		$9.51M Buy
170,660
+109,621
+180% +$5.77M 0.38% 77
2014
Q3 		$2.91M Buy
61,039
+13,358
+28% +$667K 0.17% 111
2014
Q2 		$2.55M Buy
47,681
+6,094
+15% +$308K 0.15% 119
2014
Q1 		$1.96M Sell
41,587
-5,940
-12% -$274K 0.12% 130
2013
Q4 		$2.16M Buy
47,527
+11,287
+31% +$498K 0.14% 123
2013
Q3 		$1.54M Buy
36,240
+291
+0.8% +$12.3K 0.11% 124
2013
Q2 		$1.48M Buy
+35,949
New +$1.53M 0.11% 128

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Dana Investment Advisors's ATO Position: Q1 2017 in Review

Dana Investment Advisors sold out of Atmos Energy (ATO) in Q1 2017, closing a stake of 111,379 shares — an estimated $8.26M sold.

Dana Investment Advisors first reported a position in ATO in Q2 2013 and held it in 15 quarters. The position peaked at $10.2M in Q2 2016. 381 funds tracked by Wall St. Rank hold ATO as of Q1 2017.

  • Dana Investment Advisors reported no remaining Atmos Energy position as of Q1 2017 after selling out during the quarter.
  • Dana Investment Advisors sold 111,379 Atmos Energy shares in Q1 2017, an estimated $8.26M.
  • Dana Investment Advisors first reported a position in Atmos Energy in Q2 2013 and held it in 15 quarters.
  • Dana Investment Advisors's Atmos Energy position peaked at $10.2M in Q2 2016.
  • 381 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2017.

Based on Dana Investment Advisors's 13F filing for Q1 2017, filed 12 May 2017.