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Palladiem’s Atmos Energy ATO Stock Holding History

Palladiem’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
2015
Q1 		– Sell
-123
Closed -$7K – 187
2014
Q4 		$7K Buy
+123
New +$6.48K 0.01% 149

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Palladiem's ATO Position: Q1 2015 in Review

Palladiem sold out of Atmos Energy (ATO) in Q1 2015, closing a stake of 123 shares — an estimated $7K sold.

Palladiem first reported a position in ATO in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 313 funds tracked by Wall St. Rank hold ATO as of Q1 2015.

  • Palladiem reported no remaining Atmos Energy position as of Q1 2015 after selling out during the quarter.
  • Palladiem sold 123 Atmos Energy shares in Q1 2015, an estimated $7K.
  • Palladiem first reported a position in Atmos Energy in Q4 2014 and held it in 1 quarter.
  • Palladiem's Atmos Energy position peaked at $7K in Q4 2014.
  • 313 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2015.

Based on Palladiem's 13F filing for Q1 2015, filed 24 Apr 2015.