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Kavar Capital Partners Group’s Atmos Energy ATO Stock Holding History

Kavar Capital Partners Group’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
2014
Q2 		– Sell
-24
Closed -$1K – 146
2014
Q1 		$1K Hold
24
– – ﹤0.01% 418
2013
Q4 		$1K Buy
+24
New +$1.06K ﹤0.01% 406

Other funds holding ATO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kavar Capital Partners Group's ATO Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of Atmos Energy (ATO) in Q2 2014, closing a stake of 24 shares — an estimated $1K sold.

Kavar Capital Partners Group first reported a position in ATO in Q4 2013 and held it in 2 quarters. The position peaked at $1K in Q1 2014. 301 funds tracked by Wall St. Rank hold ATO as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining Atmos Energy position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 24 Atmos Energy shares in Q2 2014, an estimated $1K.
  • Kavar Capital Partners Group first reported a position in Atmos Energy in Q4 2013 and held it in 2 quarters.
  • Kavar Capital Partners Group's Atmos Energy position peaked at $1K in Q1 2014.
  • 301 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.