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Sterne Agee Group’s Atmos Energy ATO Stock Holding History

Sterne Agee Group’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
2015
Q1 		$1.48M Sell
26,802
-967
-3% -$53.2K 0.22% 143
2014
Q4 		$1.55M Buy
27,769
+2,138
+8% +$113K 0.24% 133
2014
Q3 		$1.23M Buy
+25,631
New +$1.28M 0.19% 157

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Sterne Agee Group's ATO Position: Q1 2015 in Review

Sterne Agee Group reduced its Atmos Energy (ATO) stake by 3.5% in Q1 2015, selling an estimated $53.2K and leaving 26,802 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #143.

Sterne Agee Group first reported a position in ATO in Q3 2014 and has held it in 3 quarters since. The position peaked at $1.55M in Q4 2014. 313 funds tracked by Wall St. Rank hold ATO as of Q1 2015.

  • Sterne Agee Group held 26,802 shares of Atmos Energy worth $1.48M as of Q1 2015.
  • Sterne Agee Group sold 967 Atmos Energy shares in Q1 2015, an estimated $53.2K.
  • Atmos Energy made up 0.22% of Sterne Agee Group's portfolio in Q1 2015, its #143 holding.
  • Sterne Agee Group first reported a position in Atmos Energy in Q3 2014 and has held it in 3 quarters since.
  • Sterne Agee Group's Atmos Energy position peaked at $1.55M in Q4 2014.
  • 313 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.