Kanaly Trust’s Atmos Energy ATO Stock Holding History

Kanaly Trust’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	$22K	Hold	300	–	–	﹤0.01%	407
2016 Q3	$22K	Hold	300	–	–	﹤0.01%	404
2016 Q2	$24K	Hold	300	–	–	﹤0.01%	396
2016 Q1	$22K	Hold	300	–	–	﹤0.01%	415
2015 Q4	$19K	Hold	300	–	–	﹤0.01%	435
2015 Q3	$17K	Hold	300	–	–	﹤0.01%	475
2015 Q2	$15K	Hold	300	–	–	﹤0.01%	491
2015 Q1	$17K	Hold	300	–	–	﹤0.01%	407
2014 Q4	$17K	Hold	300	–	–	﹤0.01%	391
2014 Q3	$14K	Hold	300	–	–	﹤0.01%	417
2014 Q2	$16K	Hold	300	–	–	﹤0.01%	424
2014 Q1	$14K	Hold	300	–	–	﹤0.01%	434
2013 Q4	$14K	Buy	+300	New	+$13.2K	﹤0.01%	405

Other funds holding ATO

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kanaly Trust's ATO Position: Q4 2016 in Review

Kanaly Trust held its Atmos Energy (ATO) position steady in Q4 2016 at 300 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Kanaly Trust first reported a position in ATO in Q4 2013 and has held it in 13 quarters since. The position peaked at $24K in Q2 2016. 398 funds tracked by Wall St. Rank hold ATO as of Q4 2016.

Kanaly Trust held 300 shares of Atmos Energy worth $22K as of Q4 2016.
Kanaly Trust left its Atmos Energy share count unchanged in Q4 2016.
Atmos Energy made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #407 holding.
Kanaly Trust first reported a position in Atmos Energy in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Atmos Energy position peaked at $24K in Q2 2016.
398 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.