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Elite Wealth Management’s Atmos Energy ATO Stock Holding History

Elite Wealth Management’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
Q1 		– Sell
-300
Closed -$14K – 345
2013
Q4 		$14K Buy
+300
New +$13.2K 0.01% 317

Other funds holding ATO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.9T AUM 41.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elite Wealth Management's ATO Position: Q1 2014 in Review

Elite Wealth Management sold out of Atmos Energy (ATO) in Q1 2014, closing a stake of 300 shares — an estimated $14K sold.

Elite Wealth Management first reported a position in ATO in Q4 2013 and held it in 1 quarter. The position peaked at $14K in Q4 2013. 300 funds tracked by Wall St. Rank hold ATO as of Q1 2014.

  • Elite Wealth Management reported no remaining Atmos Energy position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 300 Atmos Energy shares in Q1 2014, an estimated $14K.
  • Elite Wealth Management first reported a position in Atmos Energy in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Atmos Energy position peaked at $14K in Q4 2013.
  • 300 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.