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Monroe Bank & Trust’s Atmos Energy ATO Stock Holding History

Monroe Bank & Trust’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
2016
Q2 		– Sell
-160
Closed -$12K – 134
2016
Q1 		$12K Hold
160
– – ﹤0.01% 258
2015
Q4 		$10K Hold
160
– – ﹤0.01% 266
2015
Q3 		$9K Hold
160
– – ﹤0.01% 280
2015
Q2 		$8K Hold
160
– – ﹤0.01% 288
2015
Q1 		$9K Hold
160
– – ﹤0.01% 286
2014
Q4 		$9K Buy
+160
New +$8.43K ﹤0.01% 286

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 $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Monroe Bank & Trust's ATO Position: Q2 2016 in Review

Monroe Bank & Trust sold out of Atmos Energy (ATO) in Q2 2016, closing a stake of 160 shares — an estimated $12K sold.

Monroe Bank & Trust first reported a position in ATO in Q4 2014 and held it in 6 quarters. The position peaked at $12K in Q1 2016. 395 funds tracked by Wall St. Rank hold ATO as of Q2 2016.

  • Monroe Bank & Trust reported no remaining Atmos Energy position as of Q2 2016 after selling out during the quarter.
  • Monroe Bank & Trust sold 160 Atmos Energy shares in Q2 2016, an estimated $12K.
  • Monroe Bank & Trust first reported a position in Atmos Energy in Q4 2014 and held it in 6 quarters.
  • Monroe Bank & Trust's Atmos Energy position peaked at $12K in Q1 2016.
  • 395 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2016.

Based on Monroe Bank & Trust's 13F filing for Q2 2016, filed 10 Aug 2016.