UOC
ATO icon

UBS O'Connor’s Atmos Energy ATO Stock Holding History

UBS O'Connor’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
Q2 		– Sell
-3,885
Closed -$215K – 749
2015
Q1 		$215K Buy
+3,885
New +$214K ﹤0.01% 669
2014
Q2 		– Sell
-109,063
Closed -$5.14M – 442
2014
Q1 		$5.14M Buy
+109,063
New +$5.02M 0.1% 239

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

UBS O'Connor's ATO Position: Q2 2015 in Review

UBS O'Connor sold out of Atmos Energy (ATO) in Q2 2015, closing a stake of 3,885 shares — an estimated $215K sold.

UBS O'Connor first reported a position in ATO in Q1 2014 and held it in 2 quarters. The position peaked at $5.14M in Q1 2014. 313 funds tracked by Wall St. Rank hold ATO as of Q2 2015.

  • UBS O'Connor reported no remaining Atmos Energy position as of Q2 2015 after selling out during the quarter.
  • UBS O'Connor sold 3,885 Atmos Energy shares in Q2 2015, an estimated $215K.
  • UBS O'Connor first reported a position in Atmos Energy in Q1 2014 and held it in 2 quarters.
  • UBS O'Connor's Atmos Energy position peaked at $5.14M in Q1 2014.
  • 313 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2015.

Based on UBS O'Connor's 13F filing for Q2 2015, filed 13 Aug 2015.