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Symphony Asset Management’s Atmos Energy ATO Stock Holding History

Symphony Asset Management’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
2018
Q3 		– Sell
-3,125
Closed -$263K – 190
2018
Q2 		$263K Hold
3,125
– – 0.05% 202
2018
Q1 		$263K Buy
3,125
+165
+6% +$13.4K 0.03% 315
2017
Q4 		$254K Buy
+2,960
New +$260K 0.03% 332

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Symphony Asset Management's ATO Position: Q3 2018 in Review

Symphony Asset Management sold out of Atmos Energy (ATO) in Q3 2018, closing a stake of 3,125 shares — an estimated $263K sold.

Symphony Asset Management first reported a position in ATO in Q4 2017 and held it in 3 quarters. The position peaked at $263K in Q2 2018. 452 funds tracked by Wall St. Rank hold ATO as of Q3 2018.

  • Symphony Asset Management reported no remaining Atmos Energy position as of Q3 2018 after selling out during the quarter.
  • Symphony Asset Management sold 3,125 Atmos Energy shares in Q3 2018, an estimated $263K.
  • Symphony Asset Management first reported a position in Atmos Energy in Q4 2017 and held it in 3 quarters.
  • Symphony Asset Management's Atmos Energy position peaked at $263K in Q2 2018.
  • 452 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2018.

Based on Symphony Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.