MIM
ATO icon

Macroview Investment Management’s Atmos Energy ATO Stock Holding History

Macroview 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
-65
Closed -$4K – 114
2015
Q1 		$4K Sell
65
-250
-79% -$13.8K ﹤0.01% 96
2014
Q4 		$18K Hold
315
– – 0.02% 71
2014
Q3 		$15K Sell
315
-47,183
-99% -$2.35M 0.02% 78
2014
Q2 		$2.54M Buy
47,498
+7,573
+19% +$383K 3.37% 12
2014
Q1 		$1.88M Buy
39,925
+19,009
+91% +$875K 2.85% 14
2013
Q4 		$950K Sell
20,916
-1,468
-7% -$64.8K 1.7% 16
2013
Q3 		$953K Sell
22,384
-26,236
-54% -$1.11M 1.64% 12
2013
Q2 		$2M Buy
+48,620
New +$2.07M 2.08% 10

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $5.02B AUM 66.06% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

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

Macroview Investment Management sold out of Atmos Energy (ATO) in Q2 2015, closing a stake of 65 shares — an estimated $4K sold.

Macroview Investment Management first reported a position in ATO in Q2 2013 and held it in 8 quarters. The position peaked at $2.54M in Q2 2014. 313 funds tracked by Wall St. Rank hold ATO as of Q2 2015.

  • Macroview Investment Management reported no remaining Atmos Energy position as of Q2 2015 after selling out during the quarter.
  • Macroview Investment Management sold 65 Atmos Energy shares in Q2 2015, an estimated $4K.
  • Macroview Investment Management first reported a position in Atmos Energy in Q2 2013 and held it in 8 quarters.
  • Macroview Investment Management's Atmos Energy position peaked at $2.54M in Q2 2014.
  • 313 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2015.

Based on Macroview Investment Management's 13F filing for Q2 2015, filed 31 Jul 2015.