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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

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Fidelity Investments
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MAM
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MWNA
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