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Gupta Wealth Management’s Atmos Energy ATO Stock Holding History

Gupta 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
2016
Q1 		$15K Hold
200
– – ﹤0.01% 742
2015
Q4 		$13K Hold
200
– – ﹤0.01% 809
2015
Q3 		$12K Hold
200
– – ﹤0.01% 861
2015
Q2 		$10K Hold
200
– – ﹤0.01% 889
2015
Q1 		$11K Buy
+200
New +$11K ﹤0.01% 730

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Gupta Wealth Management's ATO Position: Q1 2016 in Review

Gupta Wealth Management held its Atmos Energy (ATO) position steady in Q1 2016 at 200 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Gupta Wealth Management first reported a position in ATO in Q1 2015 and has held it in 5 quarters since. 381 funds tracked by Wall St. Rank hold ATO as of Q1 2016.

  • Gupta Wealth Management held 200 shares of Atmos Energy worth $15K as of Q1 2016.
  • Gupta Wealth Management left its Atmos Energy share count unchanged in Q1 2016.
  • Atmos Energy made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #742 holding.
  • Gupta Wealth Management first reported a position in Atmos Energy in Q1 2015 and has held it in 5 quarters since.
  • 381 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.