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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RGT Wealth Advisors's ATO Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Atmos Energy (ATO) in Q2 2018, closing a stake of 5,000 shares — an estimated $421K sold.

RGT Wealth Advisors first reported a position in ATO in Q3 2016 and held it in 7 quarters. The position peaked at $429K in Q4 2017. 438 funds tracked by Wall St. Rank hold ATO as of Q2 2018.

RGT Wealth Advisors reported no remaining Atmos Energy position as of Q2 2018 after selling out during the quarter.
RGT Wealth Advisors sold 5,000 Atmos Energy shares in Q2 2018, an estimated $421K.
RGT Wealth Advisors first reported a position in Atmos Energy in Q3 2016 and held it in 7 quarters.
RGT Wealth Advisors's Atmos Energy position peaked at $429K in Q4 2017.
438 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.