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 $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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

WFG Advisors's ATO Position: Q2 2017 in Review

WFG Advisors increased its Atmos Energy (ATO) stake by 0.46% in Q2 2017, buying an estimated $246 and bringing the position to 656 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #679.

WFG Advisors first reported a position in ATO in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.4M in Q4 2013. 388 funds tracked by Wall St. Rank hold ATO as of Q2 2017.

WFG Advisors held 656 shares of Atmos Energy worth $54K as of Q2 2017.
WFG Advisors bought 3 Atmos Energy shares in Q2 2017, an estimated $246.
Atmos Energy made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #679 holding.
WFG Advisors first reported a position in Atmos Energy in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Atmos Energy position peaked at $2.4M in Q4 2013.
388 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.