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Oakbrook Investments’s Atmos Energy ATO Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-3,285
Closed -$367K – 117
2019
Q4 		$367K Sell
3,285
-1,475
-31% -$162K 0.07% 409
2019
Q3 		$542K Sell
4,760
-650
-12% -$71.1K 0.04% 367
2019
Q2 		$571K Sell
5,410
-50
-0.9% -$5.12K 0.03% 364
2019
Q1 		$562K Sell
5,460
-550
-9% -$53.6K 0.03% 373
2018
Q4 		$557K Sell
6,010
-800
-12% -$76.5K 0.04% 346
2018
Q3 		$640K Buy
6,810
+1,800
+36% +$166K 0.04% 394
2018
Q2 		$452K Hold
5,010
– – 0.03% 375
2018
Q1 		$422K Buy
5,010
+400
+9% +$32.6K 0.03% 403
2017
Q4 		$396K Buy
4,610
+100
+2% +$8.79K 0.03% 394
2017
Q3 		$378K Buy
4,510
+100
+2% +$8.63K 0.02% 396
2017
Q2 		$366K Sell
4,410
-50
-1% -$4.1K 0.02% 389
2017
Q1 		$352K Sell
4,460
-850
-16% -$65.2K 0.02% 405
2016
Q4 		$394K Buy
5,310
+60
+1% +$4.33K 0.03% 404
2016
Q3 		$391K Sell
5,250
-300
-5% -$23.1K 0.02% 406
2016
Q2 		$451K Buy
5,550
+600
+12% +$44.5K 0.03% 383
2016
Q1 		$368K Sell
4,950
-400
-7% -$27.5K 0.02% 392
2015
Q4 		$337K Buy
5,350
+100
+2% +$6.15K 0.02% 420
2015
Q3 		$305K Hold
5,250
– – 0.02% 441
2015
Q2 		$269K Buy
5,250
+200
+4% +$10.7K 0.02% 469
2015
Q1 		$279K Buy
5,050
+200
+4% +$11K 0.02% 479
2014
Q4 		$270K Buy
4,850
+100
+2% +$5.27K 0.01% 482
2014
Q3 		$227K Sell
4,750
-1,005
-17% -$50.1K 0.01% 482
2014
Q2 		$307K Hold
5,755
– – 0.01% 475
2014
Q1 		$271K Sell
5,755
-3
-0.1% -$138 0.01% 508
2013
Q4 		$262K Sell
5,758
-550
-9% -$24.3K 0.01% 520
2013
Q3 		$269K Sell
6,308
-1,300
-17% -$54.9K 0.01% 513
2013
Q2 		$312K Buy
+7,608
New +$324K 0.01% 537

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Oakbrook Investments's ATO Position: Q1 2020 in Review

Oakbrook Investments sold out of Atmos Energy (ATO) in Q1 2020, closing a stake of 3,285 shares — an estimated $367K sold.

Oakbrook Investments first reported a position in ATO in Q2 2013 and held it in 27 quarters. The position peaked at $640K in Q3 2018. 552 funds tracked by Wall St. Rank hold ATO as of Q1 2020.

  • Oakbrook Investments reported no remaining Atmos Energy position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 3,285 Atmos Energy shares in Q1 2020, an estimated $367K.
  • Oakbrook Investments first reported a position in Atmos Energy in Q2 2013 and held it in 27 quarters.
  • Oakbrook Investments's Atmos Energy position peaked at $640K in Q3 2018.
  • 552 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.