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Fusion Investment Group’s Atmos Energy ATO Stock Holding History

Fusion Investment Group’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
2014
Q4 		– Sell
-206
Closed -$10K – 112
2014
Q3 		$10K Hold
206
– – 0.01% 171
2014
Q2 		$11K Hold
206
– – 0.01% 181
2014
Q1 		$10K Hold
206
– – 0.01% 185
2013
Q4 		$9K Buy
+206
New +$9.09K 0.01% 212

Other funds holding ATO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
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
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fusion Investment Group's ATO Position: Q4 2014 in Review

Fusion Investment Group sold out of Atmos Energy (ATO) in Q4 2014, closing a stake of 206 shares — an estimated $10K sold.

Fusion Investment Group first reported a position in ATO in Q4 2013 and held it in 4 quarters. The position peaked at $11K in Q2 2014. 310 funds tracked by Wall St. Rank hold ATO as of Q4 2014.

  • Fusion Investment Group reported no remaining Atmos Energy position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 206 Atmos Energy shares in Q4 2014, an estimated $10K.
  • Fusion Investment Group first reported a position in Atmos Energy in Q4 2013 and held it in 4 quarters.
  • Fusion Investment Group's Atmos Energy position peaked at $11K in Q2 2014.
  • 310 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.