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US Financial Advisors’s Atmos Energy ATO Stock Holding History

US Financial Advisors’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
Q4 		– Sell
-20
Closed -$1K – 607
2015
Q3 		$1K Buy
+20
New +$1.1K ﹤0.01% 450

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
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
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
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

US Financial Advisors's ATO Position: Q4 2015 in Review

US Financial Advisors sold out of Atmos Energy (ATO) in Q4 2015, closing a stake of 20 shares — an estimated $1K sold.

US Financial Advisors first reported a position in ATO in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 340 funds tracked by Wall St. Rank hold ATO as of Q4 2015.

  • US Financial Advisors reported no remaining Atmos Energy position as of Q4 2015 after selling out during the quarter.
  • US Financial Advisors sold 20 Atmos Energy shares in Q4 2015, an estimated $1K.
  • US Financial Advisors first reported a position in Atmos Energy in Q3 2015 and held it in 1 quarter.
  • US Financial Advisors's Atmos Energy position peaked at $1K in Q3 2015.
  • 340 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.