RGT Wealth Advisors’s Atmos Energy ATO Stock Holding History

RGT Wealth Advisors’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
2018 Q2	–	Sell	-5,000	Closed	-$421K	–	44
2018 Q1	$421K	Hold	5,000	–	–	0.2%	48
2017 Q4	$429K	Hold	5,000	–	–	0.23%	44
2017 Q3	$419K	Hold	5,000	–	–	0.28%	39
2017 Q2	$415K	Hold	5,000	–	–	0.28%	40
2017 Q1	$395K	Hold	5,000	–	–	0.27%	47
2016 Q4	$371K	Hold	5,000	–	–	0.21%	60
2016 Q3	$372K	Buy	+5,000	New	+$385K	0.23%	60

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Marshall Wace North America New York $23.3B AUM 46.46% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return