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U.S. Global Investors (USGI)’s Atmos Energy ATO Stock Holding History

U.S. Global Investors (USGI)’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
2014
Q3 		– Sell
-15,000
Closed -$801K – 277
2014
Q2 		$801K Buy
+15,000
New +$758K 0.17% 116

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

U.S. Global Investors (USGI)'s ATO Position: Q3 2014 in Review

U.S. Global Investors (USGI) sold out of Atmos Energy (ATO) in Q3 2014, closing a stake of 15,000 shares — an estimated $801K sold.

U.S. Global Investors (USGI) first reported a position in ATO in Q2 2014 and held it in 1 quarter. The position peaked at $801K in Q2 2014. 306 funds tracked by Wall St. Rank hold ATO as of Q3 2014.

  • U.S. Global Investors (USGI) reported no remaining Atmos Energy position as of Q3 2014 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 15,000 Atmos Energy shares in Q3 2014, an estimated $801K.
  • U.S. Global Investors (USGI) first reported a position in Atmos Energy in Q2 2014 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s Atmos Energy position peaked at $801K in Q2 2014.
  • 306 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2014.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2014, filed 14 Nov 2014.