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Security National Bank of So Dak’s Atmos Energy ATO Stock Holding History

Security National Bank of So Dak’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
-16,217
Closed -$666K – 68
2013
Q2 		$666K Buy
+16,217
New +$691K 1.14% 42

Other funds holding ATO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 18.13% 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 $187B AUM 18.48% 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 So Dak's ATO Position: Q3 2013 in Review

Security National Bank of So Dak sold out of Atmos Energy (ATO) in Q3 2013, closing a stake of 16,217 shares — an estimated $666K sold.

Security National Bank of So Dak first reported a position in ATO in Q2 2013 and held it in 1 quarter. The position peaked at $666K in Q2 2013. 269 funds tracked by Wall St. Rank hold ATO as of Q3 2013.

  • Security National Bank of So Dak reported no remaining Atmos Energy position as of Q3 2013 after selling out during the quarter.
  • Security National Bank of So Dak sold 16,217 Atmos Energy shares in Q3 2013, an estimated $666K.
  • Security National Bank of So Dak first reported a position in Atmos Energy in Q2 2013 and held it in 1 quarter.
  • Security National Bank of So Dak's Atmos Energy position peaked at $666K in Q2 2013.
  • 269 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2013.

Based on Security National Bank of So Dak's 13F filing for Q3 2013, filed 12 Nov 2013.