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Evercore Wealth Management’s Atmos Energy ATO Stock Holding History

Evercore 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
2018
Q1 		– Sell
-75
Closed -$6K – 384
2017
Q4 		$6K Sell
75
-190
-72% -$16.7K ﹤0.01% 843
2017
Q3 		$22K Hold
265
– – ﹤0.01% 696
2017
Q2 		$22K Buy
+265
New +$21.7K ﹤0.01% 700
2015
Q3 		– Sell
-200
Closed -$10K – 958
2015
Q2 		$10K Buy
+200
New +$10.7K ﹤0.01% 898

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Evercore Wealth Management's ATO Position: Q1 2018 in Review

Evercore Wealth Management sold out of Atmos Energy (ATO) in Q1 2018, closing a stake of 75 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in ATO in Q2 2015 and held it in 4 quarters. The position peaked at $22K in Q3 2017. 415 funds tracked by Wall St. Rank hold ATO as of Q1 2018.

  • Evercore Wealth Management reported no remaining Atmos Energy position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 75 Atmos Energy shares in Q1 2018, an estimated $6K.
  • Evercore Wealth Management first reported a position in Atmos Energy in Q2 2015 and held it in 4 quarters.
  • Evercore Wealth Management's Atmos Energy position peaked at $22K in Q3 2017.
  • 415 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.