Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WCBA
Weaver C. Barksdale & Associates’s
Atmos Energy
ATO
Stock Holding History
Weaver C. Barksdale & Associates’s Portfolio
ATO Stock Details
ATO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q4
$15K
Sell
169
-11
-6%
-$967
0.02%
201
2017
Q3
$15K
Sell
180
-10
-5%
-$862
0.02%
194
2017
Q2
$16K
Sell
190
-22
-10%
-$1.8K
0.02%
185
2017
Q1
$17K
Sell
212
-47
-18%
-$3.61K
0.02%
174
2016
Q4
$19K
Buy
259
+44
+20%
+$3.18K
0.03%
161
2016
Q3
$16K
Hold
215
–
–
0.03%
177
2016
Q2
$17K
Hold
215
–
–
0.03%
148
2016
Q1
$16K
Sell
215
-73
-25%
-$5.01K
0.01%
180
2015
Q4
$18K
Sell
288
-67
-19%
-$4.12K
0.01%
164
2015
Q3
$21K
Sell
355
-73
-17%
-$4.01K
0.02%
151
2015
Q2
$22K
Buy
428
+24
+6%
+$1.29K
0.02%
160
2015
Q1
$22K
Buy
404
+25
+7%
+$1.38K
0.02%
156
2014
Q4
$21K
Sell
379
-47
-11%
-$2.48K
0.02%
157
2014
Q3
$20K
Buy
426
+87
+26%
+$4.34K
0.02%
155
2014
Q2
$18K
Sell
339
-19
-5%
-$960
0.01%
179
2014
Q1
$17K
Hold
358
–
–
0.01%
180
2013
Q4
$16K
Buy
358
+25
+8%
+$1.1K
0.01%
205
2013
Q3
$14K
Sell
333
-8
-2%
-$338
0.01%
221
2013
Q2
$14K
Buy
+341
New
+$14.5K
0.01%
216
Other funds holding ATO
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
ZP
Zimmer Partners
New York
$4.08B AUM
14.2%
1-Year Est. Return
MAM
Magellan Asset Management
Sydney, Australia
$7.71B AUM
11.08%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close