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Private Capital Group’s Atmos Energy ATO Stock Holding History

Private Capital Group’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
2019
Q4 		– Sell
-356
Closed -$41K – 1975
2019
Q3 		$41K Buy
356
+50
+16% +$5.47K 0.01% 859
2019
Q2 		$28K Sell
306
-34
-10% -$3.48K 0.01% 919
2019
Q1 		$35K Buy
340
+34
+11% +$3.31K 0.01% 934
2018
Q4 		$28K Hold
306
– – 0.01% 935
2018
Q3 		$28K Hold
306
– – 0.01% 988
2018
Q2 		$27K Buy
+306
New +$26.5K 0.01% 963

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Capital Group's ATO Position: Q4 2019 in Review

Private Capital Group sold out of Atmos Energy (ATO) in Q4 2019, closing a stake of 356 shares — an estimated $41K sold.

Private Capital Group first reported a position in ATO in Q2 2018 and held it in 6 quarters. The position peaked at $41K in Q3 2019. 567 funds tracked by Wall St. Rank hold ATO as of Q4 2019.

  • Private Capital Group reported no remaining Atmos Energy position as of Q4 2019 after selling out during the quarter.
  • Private Capital Group sold 356 Atmos Energy shares in Q4 2019, an estimated $41K.
  • Private Capital Group first reported a position in Atmos Energy in Q2 2018 and held it in 6 quarters.
  • Private Capital Group's Atmos Energy position peaked at $41K in Q3 2019.
  • 567 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.