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Integrated Investment Consultants’s Atmos Energy ATO Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-42
Closed -$4K – 205
2018
Q1 		$4K Buy
+42
New +$3.42K ﹤0.01% 747
2017
Q3 		$35K Hold
416
– – 0.02% 421
2017
Q2 		$35K Hold
416
– – 0.02% 418
2017
Q1 		$33K Hold
416
– – 0.02% 420
2016
Q4 		$31K Hold
416
– – 0.01% 421
2016
Q3 		$30K Hold
416
– – 0.02% 427
2016
Q2 		$34K Hold
416
– – 0.02% 431
2016
Q1 		$31K Buy
+416
New +$28.6K 0.02% 409

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Integrated Investment Consultants's ATO Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Atmos Energy (ATO) in Q2 2018, closing a stake of 42 shares — an estimated $4K sold.

Integrated Investment Consultants first reported a position in ATO in Q1 2016 and held it in 8 quarters. The position peaked at $35K in Q3 2017. 438 funds tracked by Wall St. Rank hold ATO as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Atmos Energy position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 42 Atmos Energy shares in Q2 2018, an estimated $4K.
  • Integrated Investment Consultants first reported a position in Atmos Energy in Q1 2016 and held it in 8 quarters.
  • Integrated Investment Consultants's Atmos Energy position peaked at $35K in Q3 2017.
  • 438 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.