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Richard C. Young & Co’s Atmos Energy ATO Stock Holding History

Richard C. Young & Co’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
Q3 		– Sell
-136,404
Closed -$5.6M – 65
2013
Q2 		$5.6M Buy
+136,404
New +$5.81M 1.39% 33

Other funds holding ATO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Richard C. Young & Co's ATO Position: Q3 2013 in Review

Richard C. Young & Co sold out of Atmos Energy (ATO) in Q3 2013, closing a stake of 136,404 shares — an estimated $5.6M sold.

Richard C. Young & Co first reported a position in ATO in Q2 2013 and held it in 1 quarter. The position peaked at $5.6M in Q2 2013. 269 funds tracked by Wall St. Rank hold ATO as of Q3 2013.

  • Richard C. Young & Co reported no remaining Atmos Energy position as of Q3 2013 after selling out during the quarter.
  • Richard C. Young & Co sold 136,404 Atmos Energy shares in Q3 2013, an estimated $5.6M.
  • Richard C. Young & Co first reported a position in Atmos Energy in Q2 2013 and held it in 1 quarter.
  • Richard C. Young & Co's Atmos Energy position peaked at $5.6M in Q2 2013.
  • 269 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2013.

Based on Richard C. Young & Co's 13F filing for Q3 2013, filed 28 Oct 2013.