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Elkfork Partners’s Atmos Energy ATO Stock Holding History

Elkfork Partners’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
2019
Q3 		$1.95M Buy
17,102
+782
+5% +$85.5K 0.05% 280
2019
Q2 		$1.72M Buy
16,320
+11,560
+243% +$1.18M 0.04% 296
2019
Q1 		$490K Sell
4,760
-17,578
-79% -$1.71M 0.01% 565
2018
Q4 		$2.07M Sell
22,338
-14,790
-40% -$1.41M 0.06% 249
2018
Q3 		$3.49M Buy
37,128
+9,452
+34% +$872K 0.08% 210
2018
Q2 		$2.5M Buy
27,676
+10,404
+60% +$901K 0.06% 238
2018
Q1 		$1.46M Hold
17,272
– – 0.04% 264
2017
Q4 		$1.48M Buy
17,272
+2,346
+16% +$206K 0.04% 289
2017
Q3 		$1.25M Buy
14,926
+2,040
+16% +$176K 0.04% 297
2017
Q2 		$1.07M Buy
12,886
+5,100
+66% +$418K 0.03% 322
2017
Q1 		$615K Sell
7,786
-816
-9% -$62.6K 0.02% 404
2016
Q4 		$638K Buy
+8,602
New +$621K 0.02% 370

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Elkfork Partners's ATO Position: Q3 2019 in Review

Elkfork Partners increased its Atmos Energy (ATO) stake by 4.8% in Q3 2019, buying an estimated $85.5K and bringing the position to 17,102 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #280.

Elkfork Partners first reported a position in ATO in Q4 2016 and has held it in 12 quarters since. The position peaked at $3.49M in Q3 2018. 531 funds tracked by Wall St. Rank hold ATO as of Q3 2019.

  • Elkfork Partners held 17,102 shares of Atmos Energy worth $1.95M as of Q3 2019.
  • Elkfork Partners bought 782 Atmos Energy shares in Q3 2019, an estimated $85.5K.
  • Atmos Energy made up 0.05% of Elkfork Partners's portfolio in Q3 2019, its #280 holding.
  • Elkfork Partners first reported a position in Atmos Energy in Q4 2016 and has held it in 12 quarters since.
  • Elkfork Partners's Atmos Energy position peaked at $3.49M in Q3 2018.
  • 531 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.