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Jupiter Investment Management’s Atmos Energy ATO Stock Holding History

Jupiter Investment Management’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
2015
Q2 		– Sell
-70,700
Closed -$3.91M – 273
2015
Q1 		$3.91M Sell
70,700
-16,150
-19% -$889K 0.12% 127
2014
Q4 		$4.84M Buy
86,850
+21,270
+32% +$1.12M 0.17% 129
2014
Q3 		$3.13M Buy
+65,580
New +$3.27M 0.15% 121

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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Jupiter Investment Management's ATO Position: Q2 2015 in Review

Jupiter Investment Management sold out of Atmos Energy (ATO) in Q2 2015, closing a stake of 70,700 shares — an estimated $3.91M sold.

Jupiter Investment Management first reported a position in ATO in Q3 2014 and held it in 3 quarters. The position peaked at $4.84M in Q4 2014. 313 funds tracked by Wall St. Rank hold ATO as of Q2 2015.

  • Jupiter Investment Management reported no remaining Atmos Energy position as of Q2 2015 after selling out during the quarter.
  • Jupiter Investment Management sold 70,700 Atmos Energy shares in Q2 2015, an estimated $3.91M.
  • Jupiter Investment Management first reported a position in Atmos Energy in Q3 2014 and held it in 3 quarters.
  • Jupiter Investment Management's Atmos Energy position peaked at $4.84M in Q4 2014.
  • 313 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2015.

Based on Jupiter Investment Management's 13F filing for Q2 2015, filed 11 Aug 2015.