Denver Investment Advisors’s Atmos Energy ATO Stock Holding History

Denver 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
2018 Q1	$2.7M	Sell	32,075 -1,450	-4%	-$118K	0.14%	144
2017 Q4	$2.88M	Sell	33,525 -350	-1%	-$30.8K	0.14%	142
2017 Q3	$2.84M	Sell	33,875 -2,300	-6%	-$198K	0.14%	148
2017 Q2	$3M	Sell	36,175 -900	-2%	-$73.8K	0.13%	146
2017 Q1	$2.93M	Sell	37,075 -6,675	-15%	-$512K	0.13%	147
2016 Q4	$3.24M	Sell	43,750 -850	-2%	-$61.4K	0.14%	142
2016 Q3	$3.32M	Sell	44,600 -400	-0.9%	-$30.8K	0.15%	142
2016 Q2	$3.66M	Sell	45,000 -2,400	-5%	-$178K	0.17%	150
2016 Q1	$3.52M	Sell	47,400 -27,656	-37%	-$1.9M	0.16%	156
2015 Q4	$4.73M	Sell	75,056 -5,446	-7%	-$335K	0.21%	137
2015 Q3	$4.68M	Sell	80,502 -2,694	-3%	-$148K	0.2%	131
2015 Q2	$4.27M	Sell	83,196 -27,299	-25%	-$1.46M	0.16%	145
2015 Q1	$6.11M	Sell	110,495 -46,685	-30%	-$2.57M	0.2%	129
2014 Q4	$8.76M	Sell	157,180 -14,921	-9%	-$786K	0.28%	98
2014 Q3	$8.21M	Sell	172,101 -11,366	-6%	-$567K	0.27%	105
2014 Q2	$9.8M	Sell	183,467 -7,162	-4%	-$362K	0.3%	94
2014 Q1	$8.98M	Sell	190,629 -2,588	-1%	-$119K	0.26%	125
2013 Q4	$8.78K	Sell	193,217 -421	-0.2%	-$18.6K	0.25%	136
2013 Q3	$8.25M	Sell	193,638 -24,235	-11%	-$1.02M	0.18%	170
2013 Q2	$8.95M	Buy	+217,873	New	+$9.28M	0.21%	153

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Denver Investment Advisors's ATO Position: Q1 2018 in Review

Denver Investment Advisors reduced its Atmos Energy (ATO) stake by 4.3% in Q1 2018, selling an estimated $118K and leaving 32,075 shares worth $2.7M. The position accounts for 0.14% of the portfolio, ranked #144.

Denver Investment Advisors first reported a position in ATO in Q2 2013 and has held it in 20 quarters since. The position peaked at $9.8M in Q2 2014. 414 funds tracked by Wall St. Rank hold ATO as of Q1 2018.

Denver Investment Advisors held 32,075 shares of Atmos Energy worth $2.7M as of Q1 2018.
Denver Investment Advisors sold 1,450 Atmos Energy shares in Q1 2018, an estimated $118K.
Atmos Energy made up 0.14% of Denver Investment Advisors's portfolio in Q1 2018, its #144 holding.
Denver Investment Advisors first reported a position in Atmos Energy in Q2 2013 and has held it in 20 quarters since.
Denver Investment Advisors's Atmos Energy position peaked at $9.8M in Q2 2014.
414 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.