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Virtus Fund Advisers’s Atmos Energy ATO Stock Holding History

Virtus Fund Advisers’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
Q1 		– Sell
-302
Closed -$19K – 542
2015
Q4 		$19K Buy
302
+70
+30% +$4.3K ﹤0.01% 519
2015
Q3 		$13K Hold
232
– – ﹤0.01% 568
2015
Q2 		$12K Sell
232
-1,679
-88% -$90K ﹤0.01% 612
2015
Q1 		$106K Sell
1,911
-200
-9% -$11K ﹤0.01% 503
2014
Q4 		$118K Hold
2,111
– – ﹤0.01% 525
2014
Q3 		$101K Sell
2,111
-10,452
-83% -$522K ﹤0.01% 588
2014
Q2 		$671K Buy
+12,563
New +$635K ﹤0.01% 556

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

Virtus Fund Advisers's ATO Position: Q1 2016 in Review

Virtus Fund Advisers sold out of Atmos Energy (ATO) in Q1 2016, closing a stake of 302 shares — an estimated $19K sold.

Virtus Fund Advisers first reported a position in ATO in Q2 2014 and held it in 7 quarters. The position peaked at $671K in Q2 2014. 381 funds tracked by Wall St. Rank hold ATO as of Q1 2016.

  • Virtus Fund Advisers reported no remaining Atmos Energy position as of Q1 2016 after selling out during the quarter.
  • Virtus Fund Advisers sold 302 Atmos Energy shares in Q1 2016, an estimated $19K.
  • Virtus Fund Advisers first reported a position in Atmos Energy in Q2 2014 and held it in 7 quarters.
  • Virtus Fund Advisers's Atmos Energy position peaked at $671K in Q2 2014.
  • 381 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2016.

Based on Virtus Fund Advisers's 13F filing for Q1 2016, filed 11 May 2016.