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HL Financial Services’s Atmos Energy ATO Stock Holding History

HL Financial 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
2019
Q1 		$1.32M Buy
12,783
+1,262
+11% +$123K 0.02% 346
2018
Q4 		$1.07M Buy
11,521
+3,614
+46% +$345K 0.02% 354
2018
Q3 		$743K Hold
7,907
– – 0.01% 441
2018
Q2 		$713K Hold
7,907
– – 0.01% 435
2018
Q1 		$666K Sell
7,907
-352
-4% -$28.7K 0.01% 434
2017
Q4 		$709K Buy
8,259
+3,266
+65% +$287K 0.01% 363
2017
Q3 		$419K Sell
4,993
-983
-16% -$84.8K 0.01% 519
2017
Q2 		$496K Buy
5,976
+699
+13% +$57.3K 0.01% 467
2017
Q1 		$417K Sell
5,277
-584
-10% -$44.8K 0.01% 495
2016
Q4 		$435K Buy
5,861
+2
+0% +$144 0.01% 482
2016
Q3 		$436K Sell
5,859
-513
-8% -$39.5K 0.01% 454
2016
Q2 		$518K Sell
6,372
-225
-3% -$16.7K 0.01% 421
2016
Q1 		$490K Sell
6,597
-12,420
-65% -$853K 0.01% 436
2015
Q4 		$1.2M Sell
19,017
-5,608
-23% -$345K 0.03% 281
2015
Q3 		$1.43M Sell
24,625
-1,393
-5% -$76.5K 0.04% 231
2015
Q2 		$1.33M Buy
26,018
+1,314
+5% +$70.4K 0.04% 241
2015
Q1 		$1.37M Buy
24,704
+7,058
+40% +$388K 0.04% 235
2014
Q4 		$984K Buy
17,646
+595
+3% +$31.3K 0.03% 275
2014
Q3 		$813K Buy
17,051
+1,325
+8% +$66.1K 0.02% 299
2014
Q2 		$840K Sell
15,726
-4,760
-23% -$241K 0.02% 307
2014
Q1 		$966K Buy
20,486
+3,149
+18% +$145K 0.03% 256
2013
Q4 		$787K Buy
17,337
+5,859
+51% +$259K 0.02% 289
2013
Q3 		$489K Buy
11,478
+1,413
+14% +$59.7K 0.02% 361
2013
Q2 		$413K Buy
+10,065
New +$429K 0.02% 372

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

HL Financial Services's ATO Position: Q1 2019 in Review

HL Financial Services increased its Atmos Energy (ATO) stake by 11% in Q1 2019, buying an estimated $123K and bringing the position to 12,783 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #346.

HL Financial Services first reported a position in ATO in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.43M in Q3 2015. 508 funds tracked by Wall St. Rank hold ATO as of Q1 2019.

  • HL Financial Services held 12,783 shares of Atmos Energy worth $1.32M as of Q1 2019.
  • HL Financial Services bought 1,262 Atmos Energy shares in Q1 2019, an estimated $123K.
  • Atmos Energy made up 0.02% of HL Financial Services's portfolio in Q1 2019, its #346 holding.
  • HL Financial Services first reported a position in Atmos Energy in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's Atmos Energy position peaked at $1.43M in Q3 2015.
  • 508 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.