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First Allied Advisory Services’s Atmos Energy ATO Stock Holding History

First Allied Advisory Services’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
2015
Q4 		– Sell
-4,668
Closed -$273K – 1098
2015
Q3 		$273K Buy
+4,668
New +$256K 0.02% 787

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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
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

First Allied Advisory Services's ATO Position: Q4 2015 in Review

First Allied Advisory Services sold out of Atmos Energy (ATO) in Q4 2015, closing a stake of 4,668 shares — an estimated $273K sold.

First Allied Advisory Services first reported a position in ATO in Q3 2015 and held it in 1 quarter. The position peaked at $273K in Q3 2015. 340 funds tracked by Wall St. Rank hold ATO as of Q4 2015.

  • First Allied Advisory Services reported no remaining Atmos Energy position as of Q4 2015 after selling out during the quarter.
  • First Allied Advisory Services sold 4,668 Atmos Energy shares in Q4 2015, an estimated $273K.
  • First Allied Advisory Services first reported a position in Atmos Energy in Q3 2015 and held it in 1 quarter.
  • First Allied Advisory Services's Atmos Energy position peaked at $273K in Q3 2015.
  • 340 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2015.

Based on First Allied Advisory Services's 13F filing for Q4 2015, filed 16 Feb 2016.