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Gideon Capital Advisors’s Atmos Energy ATO Stock Holding History

Gideon Capital Advisors’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
2019
Q4 		– Sell
-11,105
Closed -$1.26M – 265
2019
Q3 		$1.26M Buy
+11,105
New +$1.21M 0.41% 85
2018
Q4 		– Sell
-5,672
Closed -$533K – 370
2018
Q3 		$533K Sell
5,672
-4,446
-44% -$410K 0.25% 128
2018
Q2 		$912K Buy
+10,118
New +$876K 0.46% 47

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's ATO Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Atmos Energy (ATO) in Q4 2019, closing a stake of 11,105 shares — an estimated $1.26M sold.

Gideon Capital Advisors first reported a position in ATO in Q2 2018 and held it in 3 quarters. The position peaked at $1.26M in Q3 2019. 568 funds tracked by Wall St. Rank hold ATO as of Q4 2019.

  • Gideon Capital Advisors reported no remaining Atmos Energy position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 11,105 Atmos Energy shares in Q4 2019, an estimated $1.26M.
  • Gideon Capital Advisors first reported a position in Atmos Energy in Q2 2018 and held it in 3 quarters.
  • Gideon Capital Advisors's Atmos Energy position peaked at $1.26M in Q3 2019.
  • 568 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.