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Westport Resources Management’s Atmos Energy ATO Stock Holding History

Westport Resources Management’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
Q3 		– Sell
-1,000
Closed -$81K – 573
2016
Q2 		$81K Hold
1,000
– – 0.03% 326
2016
Q1 		$74K Sell
1,000
-700
-41% -$48.1K 0.02% 343
2015
Q4 		$107K Hold
1,700
– – 0.03% 357
2015
Q3 		$99K Hold
1,700
– – 0.03% 369
2015
Q2 		$87K Hold
1,700
– – 0.02% 407
2015
Q1 		$94K Hold
1,700
– – 0.03% 416
2014
Q4 		$95K Sell
1,700
-1,000
-37% -$52.7K 0.03% 419
2014
Q3 		$129K Sell
2,700
-200
-7% -$9.98K 0.04% 376
2014
Q2 		$155K Sell
2,900
-200
-6% -$10.1K 0.04% 343
2014
Q1 		$146K Buy
3,100
+1,000
+48% +$46.1K 0.04% 348
2013
Q4 		$95K Sell
2,100
-2,700
-56% -$119K 0.03% 416
2013
Q3 		$204K Hold
4,800
– – 0.07% 252
2013
Q2 		$197K Buy
+4,800
New +$205K 0.07% 254

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Westport Resources Management's ATO Position: Q3 2016 in Review

Westport Resources Management sold out of Atmos Energy (ATO) in Q3 2016, closing a stake of 1,000 shares — an estimated $81K sold.

Westport Resources Management first reported a position in ATO in Q2 2013 and held it in 13 quarters. The position peaked at $204K in Q3 2013. 377 funds tracked by Wall St. Rank hold ATO as of Q3 2016.

  • Westport Resources Management reported no remaining Atmos Energy position as of Q3 2016 after selling out during the quarter.
  • Westport Resources Management sold 1,000 Atmos Energy shares in Q3 2016, an estimated $81K.
  • Westport Resources Management first reported a position in Atmos Energy in Q2 2013 and held it in 13 quarters.
  • Westport Resources Management's Atmos Energy position peaked at $204K in Q3 2013.
  • 377 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2016.

Based on Westport Resources Management's 13F filing for Q3 2016, filed 14 Nov 2016.