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Security National Bank of Sioux City Iowa’s Atmos Energy ATO Stock Holding History

Security National Bank of Sioux City Iowa’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
-22,418
Closed -$920K – 71
2013
Q2 		$920K Buy
+22,418
New +$955K 1.44% 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 $1.9T AUM 41.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $535B AUM 26.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Security National Bank of Sioux City Iowa's ATO Position: Q3 2013 in Review

Security National Bank of Sioux City Iowa sold out of Atmos Energy (ATO) in Q3 2013, closing a stake of 22,418 shares — an estimated $920K sold.

Security National Bank of Sioux City Iowa first reported a position in ATO in Q2 2013 and held it in 1 quarter. The position peaked at $920K in Q2 2013. 269 funds tracked by Wall St. Rank hold ATO as of Q3 2013.

  • Security National Bank of Sioux City Iowa reported no remaining Atmos Energy position as of Q3 2013 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 22,418 Atmos Energy shares in Q3 2013, an estimated $920K.
  • Security National Bank of Sioux City Iowa first reported a position in Atmos Energy in Q2 2013 and held it in 1 quarter.
  • Security National Bank of Sioux City Iowa's Atmos Energy position peaked at $920K in Q2 2013.
  • 269 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2013.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q3 2013, filed 12 Nov 2013.