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Santa Fe Partners’s Atmos Energy ATO Stock Holding History

Santa Fe 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
2016
Q1 		– Sell
-10,036
Closed -$633K – 28
2015
Q4 		$633K Buy
+10,036
New +$617K 0.1% 313
2015
Q1 		– Sell
-28,919
Closed -$1.61M – 502
2014
Q4 		$1.61M Buy
28,919
+21,361
+283% +$1.12M 0.2% 216
2014
Q3 		$360K Sell
7,558
-3,433
-31% -$171K 0.06% 433
2014
Q2 		$588K Sell
10,991
-2,494
-18% -$126K 0.09% 350
2014
Q1 		$636K Buy
13,485
+1,594
+13% +$73.4K 0.09% 319
2013
Q4 		$541K Sell
11,891
-6,240
-34% -$275K 0.09% 330
2013
Q3 		$772K Buy
18,131
+5,340
+42% +$226K 0.15% 236
2013
Q2 		$525K Buy
+12,791
New +$545K 0.11% 315

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Santa Fe Partners's ATO Position: Q1 2016 in Review

Santa Fe Partners sold out of Atmos Energy (ATO) in Q1 2016, closing a stake of 10,036 shares — an estimated $633K sold.

Santa Fe Partners first reported a position in ATO in Q2 2013 and held it in 8 quarters. The position peaked at $1.61M in Q4 2014. 381 funds tracked by Wall St. Rank hold ATO as of Q1 2016.

  • Santa Fe Partners reported no remaining Atmos Energy position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 10,036 Atmos Energy shares in Q1 2016, an estimated $633K.
  • Santa Fe Partners first reported a position in Atmos Energy in Q2 2013 and held it in 8 quarters.
  • Santa Fe Partners's Atmos Energy position peaked at $1.61M in Q4 2014.
  • 381 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.