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National Planning Corporation’s Atmos Energy ATO Stock Holding History

National Planning Corporation’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 		– Sell
-3,469
Closed -$275K – 663
2016
Q2 		$275K Buy
+3,469
New +$257K 0.02% 512
2015
Q1 		– Sell
-1,225
Closed -$67.8K – 740
2014
Q4 		$67.8K Buy
+1,225
New +$64.5K ﹤0.01% 1108

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 $3.38T AUM 44.17% 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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

National Planning Corporation's ATO Position: Q3 2016 in Review

National Planning Corporation sold out of Atmos Energy (ATO) in Q3 2016, closing a stake of 3,469 shares — an estimated $275K sold.

National Planning Corporation first reported a position in ATO in Q4 2014 and held it in 2 quarters. The position peaked at $275K in Q2 2016. 378 funds tracked by Wall St. Rank hold ATO as of Q3 2016.

  • National Planning Corporation reported no remaining Atmos Energy position as of Q3 2016 after selling out during the quarter.
  • National Planning Corporation sold 3,469 Atmos Energy shares in Q3 2016, an estimated $275K.
  • National Planning Corporation first reported a position in Atmos Energy in Q4 2014 and held it in 2 quarters.
  • National Planning Corporation's Atmos Energy position peaked at $275K in Q2 2016.
  • 378 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2016.

Based on National Planning Corporation's 13F filing for Q3 2016, filed 10 Nov 2016.