Mosaic Family Wealth’s Atmos Energy ATO Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-700	Closed	-$72K	–	195
2019 Q1	$72K	Hold	700	–	–	0.03%	272
2018 Q4	$65K	Hold	700	–	–	0.03%	281
2018 Q3	$67K	Hold	700	–	–	0.03%	279
2018 Q2	$63K	Hold	700	–	–	0.02%	275
2018 Q1	$59K	Hold	700	–	–	0.02%	288
2017 Q4	$60K	Sell	700 -87	-11%	-$7.65K	0.02%	300
2017 Q3	$66K	Buy	787 +87	+12%	+$7.5K	0.03%	311
2017 Q2	$58K	Hold	700	–	–	0.02%	309
2017 Q1	$55K	Hold	700	–	–	0.02%	309
2016 Q4	$52K	Hold	700	–	–	0.02%	313
2016 Q3	$52K	Hold	700	–	–	0.02%	323
2016 Q2	$57K	Hold	700	–	–	0.03%	312
2016 Q1	$51K	Hold	700	–	–	0.02%	322
2015 Q4	$44K	Buy	+700	New	+$43K	0.02%	342

Other funds holding ATO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return