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Optimum Investment Advisors’s Atmos Energy ATO Stock Holding History

Optimum Investment Advisors’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
Q1 		– Sell
-300
Closed -$14K – 745
2013
Q4 		$14K Hold
300
– – 0.01% 567
2013
Q3 		$13K Buy
+300
New +$12.7K 0.01% 546

Other funds holding ATO

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $2.3T AUM 54.33% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Optimum Investment Advisors's ATO Position: Q1 2014 in Review

Optimum Investment Advisors sold out of Atmos Energy (ATO) in Q1 2014, closing a stake of 300 shares — an estimated $14K sold.

Optimum Investment Advisors first reported a position in ATO in Q3 2013 and held it in 2 quarters. The position peaked at $14K in Q4 2013. 300 funds tracked by Wall St. Rank hold ATO as of Q1 2014.

  • Optimum Investment Advisors reported no remaining Atmos Energy position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 Atmos Energy shares in Q1 2014, an estimated $14K.
  • Optimum Investment Advisors first reported a position in Atmos Energy in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's Atmos Energy position peaked at $14K in Q4 2013.
  • 300 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.