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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Welch & Forbes's ATO Position: Q4 2019 in Review

Welch & Forbes sold out of Atmos Energy (ATO) in Q4 2019, closing a stake of 3,600 shares — an estimated $410K sold.

Welch & Forbes first reported a position in ATO in Q1 2016 and held it in 14 quarters. The position peaked at $410K in Q3 2019. 568 funds tracked by Wall St. Rank hold ATO as of Q4 2019.

Welch & Forbes reported no remaining Atmos Energy position as of Q4 2019 after selling out during the quarter.
Welch & Forbes sold 3,600 Atmos Energy shares in Q4 2019, an estimated $410K.
Welch & Forbes first reported a position in Atmos Energy in Q1 2016 and held it in 14 quarters.
Welch & Forbes's Atmos Energy position peaked at $410K in Q3 2019.
568 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2019.

Based on Welch & Forbes's 13F filing for Q4 2019, filed 17 Jan 2020.