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Integrated Wealth Counsel’s Atmos Energy ATO Stock Holding History

Integrated Wealth Counsel’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
Q4 		$15K Hold
200
– – 0.03% 126
2016
Q3 		$15K Hold
200
– – 0.03% 121
2016
Q2 		$16K Hold
200
– – 0.04% 57
2016
Q1 		$15K Buy
+200
New +$13.7K 0.03% 58

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Integrated Wealth Counsel's ATO Position: Q4 2016 in Review

Integrated Wealth Counsel held its Atmos Energy (ATO) position steady in Q4 2016 at 200 shares worth $15K. The position accounts for 0.03% of the portfolio, ranked #126.

Integrated Wealth Counsel first reported a position in ATO in Q1 2016 and has held it in 4 quarters since. The position peaked at $16K in Q2 2016. 398 funds tracked by Wall St. Rank hold ATO as of Q4 2016.

  • Integrated Wealth Counsel held 200 shares of Atmos Energy worth $15K as of Q4 2016.
  • Integrated Wealth Counsel left its Atmos Energy share count unchanged in Q4 2016.
  • Atmos Energy made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #126 holding.
  • Integrated Wealth Counsel first reported a position in Atmos Energy in Q1 2016 and has held it in 4 quarters since.
  • Integrated Wealth Counsel's Atmos Energy position peaked at $16K in Q2 2016.
  • 398 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.