ETrade Capital Management’s Atmos Energy ATO Stock Holding History

ETrade Capital 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
2016 Q4	–	Sell	-2,759	Closed	-$205K	–	571
2016 Q3	$205K	Buy	2,759 +22	+0.8%	+$1.69K	0.01%	507
2016 Q2	$223K	Sell	2,737 -70	-2%	-$5.19K	0.01%	457
2016 Q1	$208K	Buy	+2,807	New	+$193K	0.01%	437
2014 Q2	–	Sell	-726	Closed	-$34K	–	447
2014 Q1	$34K	Buy	726 +504	+227%	+$23.2K	﹤0.01%	603
2013 Q4	$10K	Buy	222 +95	+75%	+$4.19K	﹤0.01%	708
2013 Q3	$5K	Buy	127 +69	+119%	+$2.91K	﹤0.01%	790
2013 Q2	$2K	Buy	+58	New	+$2.47K	﹤0.01%	785

Other funds holding ATO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

ETrade Capital Management's ATO Position: Q4 2016 in Review

ETrade Capital Management sold out of Atmos Energy (ATO) in Q4 2016, closing a stake of 2,759 shares — an estimated $205K sold.

ETrade Capital Management first reported a position in ATO in Q2 2013 and held it in 7 quarters. The position peaked at $223K in Q2 2016. 398 funds tracked by Wall St. Rank hold ATO as of Q4 2016.

ETrade Capital Management reported no remaining Atmos Energy position as of Q4 2016 after selling out during the quarter.
ETrade Capital Management sold 2,759 Atmos Energy shares in Q4 2016, an estimated $205K.
ETrade Capital Management first reported a position in Atmos Energy in Q2 2013 and held it in 7 quarters.
ETrade Capital Management's Atmos Energy position peaked at $223K in Q2 2016.
398 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2016.

Based on ETrade Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.