Fiduciary Management Associates’s Atmos Energy ATO Stock Holding History

Fiduciary Management Associates’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 Q1	$571K	Buy	7,690 +130	+2%	+$8.92K	0.04%	74
2015 Q4	$476K	Sell	7,560 -875	-10%	-$53.8K	0.03%	89
2015 Q3	$491K	Buy	8,435 +55	+0.7%	+$3.02K	0.03%	97
2015 Q2	$430K	Sell	8,380 -925	-10%	-$49.6K	0.03%	112
2015 Q1	$515K	Sell	9,305 -7,935	-46%	-$437K	0.03%	105
2014 Q4	$961K	Sell	17,240 -1,880	-10%	-$99K	0.06%	78
2014 Q3	$912K	Buy	19,120 +1,720	+10%	+$85.8K	0.06%	79
2014 Q2	$929K	Buy	17,400 +2,800	+19%	+$141K	0.06%	82
2014 Q1	$688K	Buy	+14,600	New	+$672K	0.05%	85

Other funds holding ATO

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fiduciary Management Associates's ATO Position: Q1 2016 in Review

Fiduciary Management Associates increased its Atmos Energy (ATO) stake by 1.7% in Q1 2016, buying an estimated $8.92K and bringing the position to 7,690 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #74.

Fiduciary Management Associates first reported a position in ATO in Q1 2014 and has held it in 9 quarters since. The position peaked at $961K in Q4 2014. 381 funds tracked by Wall St. Rank hold ATO as of Q1 2016.

Fiduciary Management Associates held 7,690 shares of Atmos Energy worth $571K as of Q1 2016.
Fiduciary Management Associates bought 130 Atmos Energy shares in Q1 2016, an estimated $8.92K.
Atmos Energy made up 0.04% of Fiduciary Management Associates's portfolio in Q1 2016, its #74 holding.
Fiduciary Management Associates first reported a position in Atmos Energy in Q1 2014 and has held it in 9 quarters since.
Fiduciary Management Associates's Atmos Energy position peaked at $961K in Q4 2014.
381 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2016.

Based on Fiduciary Management Associates's 13F filing for Q1 2016, filed 4 May 2016.