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Proficio Capital Partners’s Atmos Energy ATO Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-542
Closed -$57K – 245
2019
Q2 		$57K Sell
542
-57
-10% -$5.84K 0.02% 324
2019
Q1 		$62K Sell
599
-15
-2% -$1.46K 0.02% 287
2018
Q4 		$57K Sell
614
-2
-0.3% -$191 0.03% 266
2018
Q3 		$58K Sell
616
-15
-2% -$1.38K 0.02% 310
2018
Q2 		$57K Buy
631
+239
+61% +$20.7K 0.02% 322
2018
Q1 		$33K Sell
392
-742
-65% -$60.4K 0.01% 452
2017
Q4 		$97K Sell
1,134
-4
-0.4% -$352 0.03% 210
2017
Q3 		$95K Hold
1,138
– – 0.04% 250
2017
Q2 		$101K Buy
1,138
+314
+38% +$25.8K 0.04% 248
2017
Q1 		$68K Buy
824
+477
+137% +$36.6K 0.03% 319
2016
Q4 		$26K Buy
347
+2
+0.6% +$144 0.01% 385
2016
Q3 		$26K Buy
345
+29
+9% +$2.23K 0.02% 385
2016
Q2 		$25K Buy
+316
New +$23.4K 0.02% 390

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Proficio Capital Partners's ATO Position: Q3 2019 in Review

Proficio Capital Partners sold out of Atmos Energy (ATO) in Q3 2019, closing a stake of 542 shares — an estimated $57K sold.

Proficio Capital Partners first reported a position in ATO in Q2 2016 and held it in 13 quarters. The position peaked at $101K in Q2 2017. 531 funds tracked by Wall St. Rank hold ATO as of Q3 2019.

  • Proficio Capital Partners reported no remaining Atmos Energy position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 542 Atmos Energy shares in Q3 2019, an estimated $57K.
  • Proficio Capital Partners first reported a position in Atmos Energy in Q2 2016 and held it in 13 quarters.
  • Proficio Capital Partners's Atmos Energy position peaked at $101K in Q2 2017.
  • 531 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.