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Karp Capital Management’s Atmos Energy ATO Stock Holding History

Karp Capital 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
2019
Q1 		– Sell
-70
Closed -$7K – 123
2018
Q4 		$7K Buy
+70
New +$6.69K ﹤0.01% 275
2015
Q4 		– Sell
-56
Closed -$3K – 108
2015
Q3 		$3K Hold
56
– – ﹤0.01% 310
2015
Q2 		$3K Buy
56
+1
+2% +$54 ﹤0.01% 336
2015
Q1 		$3K Hold
55
– – ﹤0.01% 317
2014
Q4 		$3K Buy
+55
New +$2.9K ﹤0.01% 313

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Karp Capital Management's ATO Position: Q1 2019 in Review

Karp Capital Management sold out of Atmos Energy (ATO) in Q1 2019, closing a stake of 70 shares — an estimated $7K sold.

Karp Capital Management first reported a position in ATO in Q4 2014 and held it in 5 quarters. The position peaked at $7K in Q4 2018. 507 funds tracked by Wall St. Rank hold ATO as of Q1 2019.

  • Karp Capital Management reported no remaining Atmos Energy position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 70 Atmos Energy shares in Q1 2019, an estimated $7K.
  • Karp Capital Management first reported a position in Atmos Energy in Q4 2014 and held it in 5 quarters.
  • Karp Capital Management's Atmos Energy position peaked at $7K in Q4 2018.
  • 507 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.