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	$5.52K	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return