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New England Securities’s Atmos Energy ATO Stock Holding History

New England Securities’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
2014
Q4 		$2K Hold
31
– – ﹤0.01% 1442
2014
Q3 		$1K Hold
31
– – ﹤0.01% 1563
2014
Q2 		$2K Buy
+31
New +$1.57K ﹤0.01% 1513
2014
Q1 		– Sell
-500
Closed -$23K – 1717
2013
Q4 		$23K Hold
500
– – 0.01% 778
2013
Q3 		$21K Buy
+500
New +$21.1K 0.01% 754

Other funds holding ATO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

New England Securities's ATO Position: Q4 2014 in Review

New England Securities held its Atmos Energy (ATO) position steady in Q4 2014 at 31 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

New England Securities first reported a position in ATO in Q3 2013 and has held it in 5 quarters since. The position peaked at $23K in Q4 2013. 310 funds tracked by Wall St. Rank hold ATO as of Q4 2014.

  • New England Securities held 31 shares of Atmos Energy worth $2K as of Q4 2014.
  • New England Securities left its Atmos Energy share count unchanged in Q4 2014.
  • Atmos Energy made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1442 holding.
  • New England Securities first reported a position in Atmos Energy in Q3 2013 and has held it in 5 quarters since.
  • New England Securities's Atmos Energy position peaked at $23K in Q4 2013.
  • 310 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.