IR
ATO icon

Invictus RG’s Atmos Energy ATO Stock Holding History

Invictus RG’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
Q3 		– Sell
-9,339
Closed -$842K – 176
2018
Q2 		$842K Buy
+9,339
New +$808K 0.71% 7
2016
Q3 		– Sell
-48
Closed -$4K – 657
2016
Q2 		$4K Sell
48
-1,043
-96% -$77.3K ﹤0.01% 551
2016
Q1 		$81K Buy
+1,091
New +$74.9K 0.1% 310

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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invictus RG's ATO Position: Q3 2018 in Review

Invictus RG sold out of Atmos Energy (ATO) in Q3 2018, closing a stake of 9,339 shares — an estimated $842K sold.

Invictus RG first reported a position in ATO in Q1 2016 and held it in 3 quarters. The position peaked at $842K in Q2 2018. 453 funds tracked by Wall St. Rank hold ATO as of Q3 2018.

  • Invictus RG reported no remaining Atmos Energy position as of Q3 2018 after selling out during the quarter.
  • Invictus RG sold 9,339 Atmos Energy shares in Q3 2018, an estimated $842K.
  • Invictus RG first reported a position in Atmos Energy in Q1 2016 and held it in 3 quarters.
  • Invictus RG's Atmos Energy position peaked at $842K in Q2 2018.
  • 453 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2018.

Based on Invictus RG's 13F filing for Q3 2018, filed 13 Nov 2018.