Mercer Capital Advisers’s Atmos Energy ATO Stock Holding History

Mercer Capital Advisers’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
2020 Q3	–	Sell	-200	Closed	-$20K	–	164
2020 Q2	$20K	Hold	200	–	–	0.01%	160
2020 Q1	$20K	Hold	200	–	–	0.01%	157
2019 Q4	$22K	Hold	200	–	–	0.01%	167
2019 Q3	$23K	Hold	200	–	–	0.01%	168
2019 Q2	$21K	Hold	200	–	–	0.01%	173
2019 Q1	$21K	Hold	200	–	–	0.01%	175
2018 Q4	$19K	Hold	200	–	–	0.01%	177
2018 Q3	$19K	Hold	200	–	–	0.01%	187
2018 Q2	$18K	Hold	200	–	–	0.01%	194
2018 Q1	$17K	Hold	200	–	–	0.01%	193
2017 Q4	$17K	Hold	200	–	–	0.01%	192
2017 Q3	$17K	Hold	200	–	–	0.01%	195
2017 Q2	$17K	Hold	200	–	–	0.01%	204
2017 Q1	$16K	Hold	200	–	–	0.01%	209
2016 Q4	$15K	Hold	200	–	–	0.01%	209
2016 Q3	$15K	Hold	200	–	–	0.01%	222
2016 Q2	$16K	Hold	200	–	–	0.01%	217
2016 Q1	$15K	Hold	200	–	–	0.01%	217
2015 Q4	$13K	Hold	200	–	–	0.01%	229
2015 Q3	$11K	Hold	200	–	–	0.01%	231
2015 Q2	$10K	Hold	200	–	–	0.01%	254
2015 Q1	$11K	Hold	200	–	–	0.01%	246
2014 Q4	$11K	Buy	+200	New	+$10.5K	0.01%	245

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mercer Capital Advisers's ATO Position: Q3 2020 in Review

Mercer Capital Advisers sold out of Atmos Energy (ATO) in Q3 2020, closing a stake of 200 shares — an estimated $20K sold.

Mercer Capital Advisers first reported a position in ATO in Q4 2014 and held it in 23 quarters. The position peaked at $23K in Q3 2019. 533 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

Mercer Capital Advisers reported no remaining Atmos Energy position as of Q3 2020 after selling out during the quarter.
Mercer Capital Advisers sold 200 Atmos Energy shares in Q3 2020, an estimated $20K.
Mercer Capital Advisers first reported a position in Atmos Energy in Q4 2014 and held it in 23 quarters.
Mercer Capital Advisers's Atmos Energy position peaked at $23K in Q3 2019.
533 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Mercer Capital Advisers's 13F filing for Q3 2020, filed 5 Nov 2020.