Wealthfront’s Atmos Energy ATO Stock Holding History

Wealthfront’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
2018 Q3	$209K	Buy	+2,222	New	+$205K	﹤0.01%	496
2015 Q4	–	Sell	-738	Closed	-$43K	–	352
2015 Q3	$43K	Buy	738 +485	+192%	+$26.6K	﹤0.01%	546
2015 Q2	$13K	Buy	253 +98	+63%	+$5.25K	﹤0.01%	752
2015 Q1	$9K	Buy	155 +154	+15,400%	+$8.47K	﹤0.01%	653
2014 Q4	$0	Buy	+1	New	+$53	﹤0.01%	685

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthfront's ATO Position: Q3 2018 in Review

Wealthfront opened a new position in Atmos Energy (ATO) in Q3 2018: 2,222 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Wealthfront previously reported a position in ATO as recently as Q3 2015.

Wealthfront first reported a position in ATO in Q4 2014 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold ATO as of Q3 2018.

Wealthfront held 2,222 shares of Atmos Energy worth $209K as of Q3 2018.
Atmos Energy was a new Wealthfront position in Q3 2018.
Atmos Energy made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #496 holding.
Wealthfront first reported a position in Atmos Energy in Q4 2014 and has held it in 5 quarters since.
453 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.