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UBS’s Atmos Energy ATO Stock Holding History

UBS’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 		$2.11M Sell
44,286
-3,617
-8% -$180K ﹤0.01% 2860
2014
Q2 		$2.56M Sell
47,903
-1,865
-4% -$94.2K ﹤0.01% 2641
2014
Q1 		$2.35M Sell
49,768
-2,705
-5% -$125K ﹤0.01% 2618
2013
Q4 		$2.38M Buy
52,473
+14,746
+39% +$651K ﹤0.01% 2634
2013
Q3 		$1.61M Sell
37,727
-12,191
-24% -$515K ﹤0.01% 2828
2013
Q2 		$2.05M Buy
+49,918
New +$2.13M ﹤0.01% 2520

Other funds holding ATO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $609B AUM 40.19% 1-Year Est. Return

UBS's ATO Position: Q3 2014 in Review

UBS reduced its Atmos Energy (ATO) stake by 7.6% in Q3 2014, selling an estimated $180K and leaving 44,286 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

UBS first reported a position in ATO in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.56M in Q2 2014. 306 funds tracked by Wall St. Rank hold ATO as of Q3 2014.

  • UBS held 44,286 shares of Atmos Energy worth $2.11M as of Q3 2014.
  • UBS sold 3,617 Atmos Energy shares in Q3 2014, an estimated $180K.
  • Atmos Energy made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2860 holding.
  • UBS first reported a position in Atmos Energy in Q2 2013 and has held it in 6 quarters since.
  • UBS's Atmos Energy position peaked at $2.56M in Q2 2014.
  • 306 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.