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Ladenburg Thalmann Financial Services’s Atmos Energy ATO Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$1.3M Buy
25,788
+14,659
+132% +$1.61M 0.01% 1103
2019
Q3 		$1.27M Buy
11,129
+1,464
+15% +$160K 0.01% 1072
2019
Q2 		$1.02M Sell
9,665
-6
-0.1% -$614 0.01% 1227
2019
Q1 		$993K Buy
9,671
+662
+7% +$64.5K 0.01% 1197
2018
Q4 		$832K Buy
9,009
+59
+0.7% +$5.64K 0.01% 1164
2018
Q3 		$835K Buy
8,950
+419
+5% +$38.7K 0.01% 1242
2018
Q2 		$716K Hold
8,531
– – 0.01% 1278
2018
Q1 		$716K Sell
8,531
-20
-0.2% -$1.63K 0.01% 1278
2017
Q4 		$735K Buy
8,551
+1,794
+27% +$158K 0.01% 1272
2017
Q3 		$566K Buy
6,757
+440
+7% +$37.9K 0.01% 1379
2017
Q2 		$524K Buy
6,317
+615
+11% +$50.5K 0.01% 1360
2017
Q1 		$451K Sell
5,702
-47
-0.8% -$3.61K 0.01% 1376
2016
Q4 		$427K Sell
5,749
-1,677
-23% -$121K 0.01% 1364
2016
Q3 		$552K Sell
7,426
-576
-7% -$44.3K 0.01% 1133
2016
Q2 		$650K Buy
8,002
+1,549
+24% +$115K 0.01% 984
2016
Q1 		$479K Sell
6,453
-706
-10% -$48.5K 0.01% 1079
2015
Q4 		$452K Sell
7,159
-396
-5% -$24.3K 0.01% 1081
2015
Q3 		$440K Sell
7,555
-829
-10% -$45.5K 0.01% 1036
2015
Q2 		$431K Buy
8,384
+438
+6% +$23.5K 0.01% 1128
2015
Q1 		$440K Buy
7,946
+568
+8% +$31.3K 0.01% 1107
2014
Q4 		$411K Buy
7,378
+3,050
+70% +$161K 0.01% 1020
2014
Q3 		$206K Buy
4,328
+858
+25% +$42.8K 0.01% 1208
2014
Q2 		$185K Sell
3,470
-68
-2% -$3.44K 0.01% 1235
2014
Q1 		$167K Buy
3,538
+1,131
+47% +$52.1K ﹤0.01% 1216
2013
Q4 		$109K Buy
2,407
+202
+9% +$8.92K ﹤0.01% 1425
2013
Q3 		$95K Buy
2,205
+502
+29% +$21.2K ﹤0.01% 1425
2013
Q2 		$71K Buy
+1,703
New +$72.6K ﹤0.01% 1483

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ATO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Atmos Energy (ATO) stake by 132% in Q4 2019, buying an estimated $1.61M and bringing the position to 25,788 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #1103.

Ladenburg Thalmann Financial Services first reported a position in ATO in Q2 2013 and has held it in 27 quarters since. 568 funds tracked by Wall St. Rank hold ATO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 25,788 shares of Atmos Energy worth $1.3M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 14,659 Atmos Energy shares in Q4 2019, an estimated $1.61M.
  • Atmos Energy made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1103 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Atmos Energy in Q2 2013 and has held it in 27 quarters since.
  • 568 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.