MSI Financial Services’s Atmos Energy ATO Stock Holding History

MSI Financial Services’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	$89K	Buy	1,206 +4	+0.3%	+$289	﹤0.01%	1522
2016 Q3	$89K	Sell	1,202 -347	-22%	-$26.7K	﹤0.01%	1486
2016 Q2	$126K	Buy	1,549 +154	+11%	+$11.4K	﹤0.01%	1274
2016 Q1	$104K	Sell	1,395 -906	-39%	-$62.2K	﹤0.01%	1322
2015 Q4	$145K	Sell	2,301 -110	-5%	-$6.76K	0.01%	1094
2015 Q3	$140K	Sell	2,411 -1,156	-32%	-$63.5K	0.01%	778
2015 Q2	$183K	Buy	3,567 +1,819	+104%	+$97.5K	0.01%	745
2015 Q1	$97K	Buy	1,748 +350	+25%	+$19.3K	0.01%	1022
2014 Q4	$78K	Buy	1,398 +846	+153%	+$44.5K	0.01%	891
2014 Q3	$26K	Buy	+552	New	+$27.5K	﹤0.01%	1387
2013 Q3	–	Sell	-500	Closed	-$21K	–	2135
2013 Q2	$21K	Buy	+500	New	+$21.3K	﹤0.01%	1218

Other funds holding ATO

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MSI Financial Services's ATO Position: Q4 2016 in Review

MSI Financial Services increased its Atmos Energy (ATO) stake by 0.33% in Q4 2016, buying an estimated $289 and bringing the position to 1,206 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

MSI Financial Services first reported a position in ATO in Q2 2013 and has held it in 11 quarters since. The position peaked at $183K in Q2 2015. 398 funds tracked by Wall St. Rank hold ATO as of Q4 2016.

MSI Financial Services held 1,206 shares of Atmos Energy worth $89K as of Q4 2016.
MSI Financial Services bought 4 Atmos Energy shares in Q4 2016, an estimated $289.
Atmos Energy made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1522 holding.
MSI Financial Services first reported a position in Atmos Energy in Q2 2013 and has held it in 11 quarters since.
MSI Financial Services's Atmos Energy position peaked at $183K in Q2 2015.
398 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.