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 $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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Mosaic Family Wealth's ATO Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Atmos Energy (ATO) in Q2 2019, closing a stake of 700 shares — an estimated $72K sold.

Mosaic Family Wealth first reported a position in ATO in Q4 2015 and held it in 14 quarters. The position peaked at $72K in Q1 2019. 503 funds tracked by Wall St. Rank hold ATO as of Q2 2019.

Mosaic Family Wealth reported no remaining Atmos Energy position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 700 Atmos Energy shares in Q2 2019, an estimated $72K.
Mosaic Family Wealth first reported a position in Atmos Energy in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Atmos Energy position peaked at $72K in Q1 2019.
503 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.