MLL
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Moody Lynn & Lieberson’s Atmos Energy ATO Stock Holding History

Moody Lynn & Lieberson’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
Q4 		– Sell
-6,891
Closed -$513K – 165
2016
Q3 		$513K Sell
6,891
-270
-4% -$20.8K 0.09% 110
2016
Q2 		$582K Buy
7,161
+83
+1% +$6.16K 0.1% 91
2016
Q1 		$526K Sell
7,078
-230
-3% -$15.8K 0.08% 102
2015
Q4 		$461K Buy
7,308
+138
+2% +$8.48K 0.07% 126
2015
Q3 		$417K Buy
7,170
+1,376
+24% +$75.6K 0.08% 120
2015
Q2 		$297K Buy
5,794
+214
+4% +$11.5K 0.05% 163
2015
Q1 		$309K Buy
5,580
+96
+2% +$5.28K 0.05% 151
2014
Q4 		$306K Sell
5,484
-337
-6% -$17.7K 0.04% 161
2014
Q3 		$278K Hold
5,821
– – 0.04% 160
2014
Q2 		$311K Sell
5,821
-148
-2% -$7.48K 0.04% 155
2014
Q1 		$281K Sell
5,969
-81
-1% -$3.73K 0.04% 169
2013
Q4 		$275K Buy
6,050
+427
+8% +$18.8K 0.04% 171
2013
Q3 		$239K Buy
5,623
+298
+6% +$12.6K 0.04% 163
2013
Q2 		$219K Buy
+5,325
New +$227K 0.04% 148

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return