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Shelter Harbor Advisors’s Atmos Energy ATO Stock Holding History

Shelter Harbor Advisors’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
2020
Q1 		– Sell
-65,000
Closed -$7.27M – 2
2019
Q4 		$7.27M Buy
+65,000
New +$7.13M 3.79% 10
2019
Q2 		– Sell
-75,000
Closed -$7.72M – 21
2019
Q1 		$7.72M Sell
75,000
-25,000
-25% -$2.44M 3.91% 12
2018
Q4 		$9.27M Buy
+100,000
New +$9.56M 4.58% 8
2018
Q2 		– Sell
-100,000
Closed -$8.42M – 23
2018
Q1 		$8.42M Buy
100,000
+75,000
+300% +$6.11M 4.29% 12
2017
Q4 		$2.15M Buy
+25,000
New +$2.2M 2.54% 14

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Shelter Harbor Advisors's ATO Position: Q1 2020 in Review

Shelter Harbor Advisors sold out of Atmos Energy (ATO) in Q1 2020, closing a stake of 65,000 shares — an estimated $7.27M sold.

Shelter Harbor Advisors first reported a position in ATO in Q4 2017 and held it in 5 quarters. The position peaked at $9.27M in Q4 2018. 553 funds tracked by Wall St. Rank hold ATO as of Q1 2020.

  • Shelter Harbor Advisors reported no remaining Atmos Energy position as of Q1 2020 after selling out during the quarter.
  • Shelter Harbor Advisors sold 65,000 Atmos Energy shares in Q1 2020, an estimated $7.27M.
  • Shelter Harbor Advisors first reported a position in Atmos Energy in Q4 2017 and held it in 5 quarters.
  • Shelter Harbor Advisors's Atmos Energy position peaked at $9.27M in Q4 2018.
  • 553 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2020.

Based on Shelter Harbor Advisors's 13F filing for Q1 2020.