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Montage Investments’s Atmos Energy ATO Stock Holding History

Montage Investments’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
Q3 		$1.6M Buy
21,508
+13,899
+183% +$1.07M 0.88% 25
2016
Q2 		$619K Sell
7,609
-27
-0.4% -$2K 0.43% 98
2016
Q1 		$567K Buy
+7,636
New +$524K 0.4% 102

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Montage Investments's ATO Position: Q3 2016 in Review

Montage Investments increased its Atmos Energy (ATO) stake by 183% in Q3 2016, buying an estimated $1.07M and bringing the position to 21,508 shares worth $1.6M. The position accounts for 0.88% of the portfolio, ranked #25.

Montage Investments first reported a position in ATO in Q1 2016 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold ATO as of Q3 2016.

  • Montage Investments held 21,508 shares of Atmos Energy worth $1.6M as of Q3 2016.
  • Montage Investments bought 13,899 Atmos Energy shares in Q3 2016, an estimated $1.07M.
  • Atmos Energy made up 0.88% of Montage Investments's portfolio in Q3 2016, its #25 holding.
  • Montage Investments first reported a position in Atmos Energy in Q1 2016 and has held it in 3 quarters since.
  • 377 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.