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Placemark Investments’s Atmos Energy ATO Stock Holding History

Placemark Investments’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
2013
Q4 		– Sell
-5,786
Closed -$246K – 1609
2013
Q3 		$246K Sell
5,786
-486
-8% -$20.5K ﹤0.01% 1396
2013
Q2 		$258K Buy
+6,272
New +$267K 0.01% 1352

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Placemark Investments's ATO Position: Q4 2013 in Review

Placemark Investments sold out of Atmos Energy (ATO) in Q4 2013, closing a stake of 5,786 shares — an estimated $246K sold.

Placemark Investments first reported a position in ATO in Q2 2013 and held it in 2 quarters. The position peaked at $258K in Q2 2013. 278 funds tracked by Wall St. Rank hold ATO as of Q4 2013.

  • Placemark Investments reported no remaining Atmos Energy position as of Q4 2013 after selling out during the quarter.
  • Placemark Investments sold 5,786 Atmos Energy shares in Q4 2013, an estimated $246K.
  • Placemark Investments first reported a position in Atmos Energy in Q2 2013 and held it in 2 quarters.
  • Placemark Investments's Atmos Energy position peaked at $258K in Q2 2013.
  • 278 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2013.

Based on Placemark Investments's 13F filing for Q4 2013, filed 14 Feb 2014.