Old Mutual Customised Solutions’s Atmos Energy ATO Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$189K	Buy	2,100 +100	+5%	+$8.66K	0.02%	571
2018 Q1	$168K	Hold	2,000	–	–	0.02%	581
2017 Q4	$172K	Hold	2,000	–	–	0.02%	576
2017 Q3	$168K	Hold	2,000	–	–	0.02%	584
2017 Q2	$166K	Buy	+2,000	New	+$164K	0.02%	560
2017 Q1	–	Sell	-900	Closed	-$67K	–	786
2016 Q4	$67K	Buy	+900	New	+$65K	0.01%	729
2016 Q1	–	Sell	-4,400	Closed	-$277K	–	709
2015 Q4	$277K	Hold	4,400	–	–	0.07%	335
2015 Q3	$256K	Hold	4,400	–	–	0.07%	337
2015 Q2	$226K	Hold	4,400	–	–	0.05%	416
2015 Q1	$243K	Sell	4,400 -3,400	-44%	-$187K	0.06%	400
2014 Q4	$435K	Hold	7,800	–	–	0.12%	216
2014 Q3	$372K	Hold	7,800	–	–	0.11%	214
2014 Q2	$417K	Hold	7,800	–	–	0.1%	235
2014 Q1	$368K	Hold	7,800	–	–	0.09%	240
2013 Q4	$354K	Hold	7,800	–	–	0.09%	248
2013 Q3	$332K	Sell	7,800 -1,000	-11%	-$42.2K	0.09%	246
2013 Q2	$361K	Buy	+8,800	New	+$375K	0.1%	196

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Old Mutual Customised Solutions's ATO Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its Atmos Energy (ATO) stake by 5% in Q2 2018, buying an estimated $8.66K and bringing the position to 2,100 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #571.

Old Mutual Customised Solutions first reported a position in ATO in Q2 2013 and has held it in 17 quarters since. The position peaked at $435K in Q4 2014. 438 funds tracked by Wall St. Rank hold ATO as of Q2 2018.

Old Mutual Customised Solutions held 2,100 shares of Atmos Energy worth $189K as of Q2 2018.
Old Mutual Customised Solutions bought 100 Atmos Energy shares in Q2 2018, an estimated $8.66K.
Atmos Energy made up 0.02% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #571 holding.
Old Mutual Customised Solutions first reported a position in Atmos Energy in Q2 2013 and has held it in 17 quarters since.
Old Mutual Customised Solutions's Atmos Energy position peaked at $435K in Q4 2014.
438 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.