WFG Advisors’s Atmos Energy ATO Stock Holding History

WFG Advisors’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
2017 Q2	$54K	Buy	656 +3	+0.5%	+$246	0.01%	679
2017 Q1	$52K	Buy	653 +3	+0.5%	+$230	0.01%	648
2016 Q4	$48K	Sell	650 -328	-34%	-$23.7K	0.01%	726
2016 Q3	$73K	Sell	978 -98	-9%	-$7.54K	0.02%	611
2016 Q2	$88K	Buy	1,076 +152	+16%	+$11.3K	0.02%	531
2016 Q1	$69K	Sell	924 -97	-10%	-$6.66K	0.02%	574
2015 Q4	$64K	Buy	1,021 +4	+0.4%	+$246	0.02%	590
2015 Q3	$59K	Sell	1,017 -195	-16%	-$10.7K	0.02%	590
2015 Q2	$62K	Sell	1,212 -395	-25%	-$21.2K	0.02%	660
2015 Q1	$89K	Sell	1,607 -12,081	-88%	-$665K	0.02%	567
2014 Q4	$763K	Sell	13,688 -3,740	-21%	-$197K	0.15%	149
2014 Q3	$831K	Sell	17,428 -1,618	-8%	-$80.7K	0.16%	162
2014 Q2	$1.02M	Buy	19,046 +18	+0.1%	+$910	0.19%	122
2014 Q1	$897K	Sell	19,028 -33,884	-64%	-$1.56M	0.18%	135
2013 Q4	$2.4M	Buy	52,912 +526	+1%	+$23.2K	0.34%	53
2013 Q3	$2.23M	Buy	52,386 +31,841	+155%	+$1.34M	0.35%	61
2013 Q2	$844K	Buy	+20,545	New	+$876K	0.14%	177

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

American Century Companies

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

Fidelity Investments

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon

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