RCAMU
ATO icon

Rothschild & Co Asset Management US’s Atmos Energy ATO Stock Holding History

Rothschild & Co Asset Management US’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
2017
Q3 		– Sell
-5,845
Closed -$485K – 353
2017
Q2 		$485K Sell
5,845
-203
-3% -$16.7K 0.01% 527
2017
Q1 		$478K Sell
6,048
-1,443
-19% -$111K 0.01% 506
2016
Q4 		$555K Buy
7,491
+397
+6% +$28.7K 0.01% 498
2016
Q3 		$528K Buy
7,094
+987
+16% +$75.9K 0.01% 430
2016
Q2 		$497K Buy
6,107
+891
+17% +$66.1K 0.01% 405
2016
Q1 		$387K Buy
+5,216
New +$358K 0.01% 375
2013
Q4 		– Sell
-14,304
Closed -$609K – 365
2013
Q3 		$609K Sell
14,304
-222
-2% -$9.38K 0.01% 353
2013
Q2 		$596K Buy
+14,526
New +$619K 0.01% 356

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Rothschild & Co Asset Management US's ATO Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Atmos Energy (ATO) in Q3 2017, closing a stake of 5,845 shares — an estimated $485K sold.

Rothschild & Co Asset Management US first reported a position in ATO in Q2 2013 and held it in 8 quarters. The position peaked at $609K in Q3 2013. 398 funds tracked by Wall St. Rank hold ATO as of Q3 2017.

  • Rothschild & Co Asset Management US reported no remaining Atmos Energy position as of Q3 2017 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 5,845 Atmos Energy shares in Q3 2017, an estimated $485K.
  • Rothschild & Co Asset Management US first reported a position in Atmos Energy in Q2 2013 and held it in 8 quarters.
  • Rothschild & Co Asset Management US's Atmos Energy position peaked at $609K in Q3 2013.
  • 398 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.