Delphi Private Advisors’s Atmos Energy ATO Stock Holding History

Delphi Private 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
2016 Q4	–	Sell	-16	Closed	-$1K	–	278
2016 Q3	$1K	Hold	16	–	–	﹤0.01%	313
2016 Q2	$1K	Buy	+16	New	+$1.19K	﹤0.01%	323
2016 Q1	–	Sell	-75	Closed	-$5K	–	320
2015 Q4	$5K	Buy	+75	New	+$4.61K	0.01%	194

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Delphi Private Advisors's ATO Position: Q4 2016 in Review

Delphi Private Advisors sold out of Atmos Energy (ATO) in Q4 2016, closing a stake of 16 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in ATO in Q4 2015 and held it in 3 quarters. The position peaked at $5K in Q4 2015. 398 funds tracked by Wall St. Rank hold ATO as of Q4 2016.

Delphi Private Advisors reported no remaining Atmos Energy position as of Q4 2016 after selling out during the quarter.
Delphi Private Advisors sold 16 Atmos Energy shares in Q4 2016, an estimated $1K.
Delphi Private Advisors first reported a position in Atmos Energy in Q4 2015 and held it in 3 quarters.
Delphi Private Advisors's Atmos Energy position peaked at $5K in Q4 2015.
398 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.