JNBA Financial Advisors’s Atmos Energy ATO Stock Holding History

JNBA Financial Advisors’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 Q4	–	Sell	-3,162	Closed	-$297K	–	533
2018 Q3	$297K	Buy	+3,162	New	+$292K	0.13%	99

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JNBA Financial Advisors's ATO Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Atmos Energy (ATO) in Q4 2018, closing a stake of 3,162 shares — an estimated $297K sold.

JNBA Financial Advisors first reported a position in ATO in Q3 2018 and held it in 1 quarter. The position peaked at $297K in Q3 2018. 469 funds tracked by Wall St. Rank hold ATO as of Q4 2018.

JNBA Financial Advisors reported no remaining Atmos Energy position as of Q4 2018 after selling out during the quarter.
JNBA Financial Advisors sold 3,162 Atmos Energy shares in Q4 2018, an estimated $297K.
JNBA Financial Advisors first reported a position in Atmos Energy in Q3 2018 and held it in 1 quarter.
JNBA Financial Advisors's Atmos Energy position peaked at $297K in Q3 2018.
469 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.