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Tiedemann Trust’s Atmos Energy ATO Stock Holding History

Tiedemann Trust’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
2016
Q2 		$3.78M Sell
46,434
-12,080
-21% -$896K 0.7% 28
2016
Q1 		$4.34M Sell
58,514
-58,230
-50% -$4M 0.67% 26
2015
Q4 		$7.36M Buy
+116,744
New +$7.17M 1.07% 26

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Tiedemann Trust's ATO Position: Q2 2016 in Review

Tiedemann Trust reduced its Atmos Energy (ATO) stake by 21% in Q2 2016, selling an estimated $896K and leaving 46,434 shares worth $3.78M. The position accounts for 0.7% of the portfolio, ranked #28.

Tiedemann Trust first reported a position in ATO in Q4 2015 and has held it in 3 quarters since. The position peaked at $7.36M in Q4 2015. 395 funds tracked by Wall St. Rank hold ATO as of Q2 2016.

  • Tiedemann Trust held 46,434 shares of Atmos Energy worth $3.78M as of Q2 2016.
  • Tiedemann Trust sold 12,080 Atmos Energy shares in Q2 2016, an estimated $896K.
  • Atmos Energy made up 0.7% of Tiedemann Trust's portfolio in Q2 2016, its #28 holding.
  • Tiedemann Trust first reported a position in Atmos Energy in Q4 2015 and has held it in 3 quarters since.
  • Tiedemann Trust's Atmos Energy position peaked at $7.36M in Q4 2015.
  • 395 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.