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Holt Capital Partners’s Atmos Energy ATO Stock Holding History

Holt Capital Partners’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
Q1 		– Sell
-100
Closed -$6K – 238
2014
Q4 		$6K Buy
+100
New +$5.27K ﹤0.01% 237
2014
Q3 		– Sell
-100
Closed -$5K – 113
2014
Q2 		$5K Hold
100
– – ﹤0.01% 204
2014
Q1 		$5K Hold
100
– – ﹤0.01% 204
2013
Q4 		$5K Buy
+100
New +$4.41K ﹤0.01% 205

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 $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Holt Capital Partners's ATO Position: Q1 2015 in Review

Holt Capital Partners sold out of Atmos Energy (ATO) in Q1 2015, closing a stake of 100 shares — an estimated $6K sold.

Holt Capital Partners first reported a position in ATO in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q4 2014. 313 funds tracked by Wall St. Rank hold ATO as of Q1 2015.

  • Holt Capital Partners reported no remaining Atmos Energy position as of Q1 2015 after selling out during the quarter.
  • Holt Capital Partners sold 100 Atmos Energy shares in Q1 2015, an estimated $6K.
  • Holt Capital Partners first reported a position in Atmos Energy in Q4 2013 and held it in 4 quarters.
  • Holt Capital Partners's Atmos Energy position peaked at $6K in Q4 2014.
  • 313 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2015.

Based on Holt Capital Partners's 13F filing for Q1 2015, filed 15 May 2015.