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Partnervest Advisory Services’s Atmos Energy ATO Stock Holding History

Partnervest Advisory Services’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
Q3 		– Sell
-100
Closed -$5K – 196
2014
Q2 		$5K Buy
100
+30
+43% +$1.52K ﹤0.01% 812
2014
Q1 		$3K Hold
70
– – ﹤0.01% 898
2013
Q4 		$3K Hold
70
– – ﹤0.01% 865
2013
Q3 		$3K Sell
70
-10
-13% -$422 ﹤0.01% 874
2013
Q2 		$3K Buy
+80
New +$3.41K ﹤0.01% 809

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
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Partnervest Advisory Services's ATO Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Atmos Energy (ATO) in Q3 2014, closing a stake of 100 shares — an estimated $5K sold.

Partnervest Advisory Services first reported a position in ATO in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q2 2014. 306 funds tracked by Wall St. Rank hold ATO as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Atmos Energy position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 100 Atmos Energy shares in Q3 2014, an estimated $5K.
  • Partnervest Advisory Services first reported a position in Atmos Energy in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Atmos Energy position peaked at $5K in Q2 2014.
  • 306 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.