Welch & Forbes’s Atmos Energy ATO Stock Holding History

Welch & Forbes’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
2019 Q4	–	Sell	-3,600	Closed	-$410K	–	352
2019 Q3	$410K	Hold	3,600	–	–	0.01%	276
2019 Q2	$380K	Hold	3,600	–	–	0.01%	283
2019 Q1	$371K	Hold	3,600	–	–	0.01%	282
2018 Q4	$334K	Hold	3,600	–	–	0.01%	279
2018 Q3	$338K	Sell	3,600 -274	-7%	-$25.3K	0.01%	290
2018 Q2	$349K	Hold	3,874	–	–	0.01%	288
2018 Q1	$326K	Hold	3,874	–	–	0.01%	296
2017 Q4	$333K	Hold	3,874	–	–	0.01%	282
2017 Q3	$325K	Hold	3,874	–	–	0.01%	280
2017 Q2	$321K	Hold	3,874	–	–	0.01%	286
2017 Q1	$306K	Hold	3,874	–	–	0.01%	286
2016 Q4	$287K	Buy	+3,874	New	+$280K	0.01%	293
2016 Q3	–	Sell	-3,874	Closed	-$315K	–	322
2016 Q2	$315K	Hold	3,874	–	–	0.01%	276
2016 Q1	$288K	Buy	+3,874	New	+$266K	0.01%	286

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

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

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

American Century Companies

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return