HFS
ATO icon

Howard Financial Services’s Atmos Energy ATO Stock Holding History

Howard 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
Q3 		– Sell
-6,391
Closed -$675K – 116
2019
Q2 		$675K Hold
6,391
– – 0.46% 41
2019
Q1 		$658K Buy
+6,391
New +$623K 0.47% 41

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Howard Financial Services's ATO Position: Q3 2019 in Review

Howard Financial Services sold out of Atmos Energy (ATO) in Q3 2019, closing a stake of 6,391 shares — an estimated $675K sold.

Howard Financial Services first reported a position in ATO in Q1 2019 and held it in 2 quarters. The position peaked at $675K in Q2 2019. 530 funds tracked by Wall St. Rank hold ATO as of Q3 2019.

  • Howard Financial Services reported no remaining Atmos Energy position as of Q3 2019 after selling out during the quarter.
  • Howard Financial Services sold 6,391 Atmos Energy shares in Q3 2019, an estimated $675K.
  • Howard Financial Services first reported a position in Atmos Energy in Q1 2019 and held it in 2 quarters.
  • Howard Financial Services's Atmos Energy position peaked at $675K in Q2 2019.
  • 530 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2019.

Based on Howard Financial Services's 13F filing for Q3 2019, filed 29 Oct 2019.