Omnia Family Wealth’s Atmos Energy ATO Stock Holding History

Omnia Family Wealth’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
2017 Q1	–	Sell	-141	Closed	-$10K	–	721
2016 Q4	$10K	Buy	+141	New	+$10.2K	0.01%	286

Other funds holding ATO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Omnia Family Wealth's ATO Position: Q1 2017 in Review

Omnia Family Wealth sold out of Atmos Energy (ATO) in Q1 2017, closing a stake of 141 shares — an estimated $10K sold.

Omnia Family Wealth first reported a position in ATO in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 381 funds tracked by Wall St. Rank hold ATO as of Q1 2017.

Omnia Family Wealth reported no remaining Atmos Energy position as of Q1 2017 after selling out during the quarter.
Omnia Family Wealth sold 141 Atmos Energy shares in Q1 2017, an estimated $10K.
Omnia Family Wealth first reported a position in Atmos Energy in Q4 2016 and held it in 1 quarter.
Omnia Family Wealth's Atmos Energy position peaked at $10K in Q4 2016.
381 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.