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Dubuque Bank & Trust’s Atmos Energy ATO Stock Holding History

Dubuque Bank & Trust’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
2014
Q4 		– Sell
-260
Closed -$12K – 561
2014
Q3 		$12K Hold
260
– – ﹤0.01% 437
2014
Q2 		$14K Hold
260
– – ﹤0.01% 460
2014
Q1 		$12K Hold
260
– – ﹤0.01% 329
2013
Q4 		$12K Hold
260
– – ﹤0.01% 335
2013
Q3 		$11K Hold
260
– – ﹤0.01% 324
2013
Q2 		$11K Buy
+260
New +$11.1K ﹤0.01% 281

Other funds holding ATO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dubuque Bank & Trust's ATO Position: Q4 2014 in Review

Dubuque Bank & Trust sold out of Atmos Energy (ATO) in Q4 2014, closing a stake of 260 shares — an estimated $12K sold.

Dubuque Bank & Trust first reported a position in ATO in Q2 2013 and held it in 6 quarters. The position peaked at $14K in Q2 2014. 310 funds tracked by Wall St. Rank hold ATO as of Q4 2014.

  • Dubuque Bank & Trust reported no remaining Atmos Energy position as of Q4 2014 after selling out during the quarter.
  • Dubuque Bank & Trust sold 260 Atmos Energy shares in Q4 2014, an estimated $12K.
  • Dubuque Bank & Trust first reported a position in Atmos Energy in Q2 2013 and held it in 6 quarters.
  • Dubuque Bank & Trust's Atmos Energy position peaked at $14K in Q2 2014.
  • 310 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2014.

Based on Dubuque Bank & Trust's 13F filing for Q4 2014, filed 10 Feb 2015.