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Winifred I. Li’s Atmos Energy ATO Stock Holding History

Winifred I. Li’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
2014
Q4 		$150K Hold
2,700
– – 0.14% 139
2014
Q3 		$129K Hold
2,700
– – 0.12% 151
2014
Q2 		$144K Buy
2,700
+2,680
+13,400% +$135K 0.12% 151
2014
Q1 		$1K Hold
20
– – ﹤0.01% 385
2013
Q4 		$1K Hold
20
– – ﹤0.01% 376
2013
Q3 		$1K Sell
20
-20
-50% -$845 ﹤0.01% 361
2013
Q2 		$2K Buy
+40
New +$1.71K ﹤0.01% 363

Other funds holding ATO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Winifred I. Li's ATO Position: Q4 2014 in Review

Winifred I. Li held its Atmos Energy (ATO) position steady in Q4 2014 at 2,700 shares worth $150K. The position accounts for 0.14% of the portfolio, ranked #139.

Winifred I. Li first reported a position in ATO in Q2 2013 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold ATO as of Q4 2014.

  • Winifred I. Li held 2,700 shares of Atmos Energy worth $150K as of Q4 2014.
  • Winifred I. Li left its Atmos Energy share count unchanged in Q4 2014.
  • Atmos Energy made up 0.14% of Winifred I. Li's portfolio in Q4 2014, its #139 holding.
  • Winifred I. Li first reported a position in Atmos Energy in Q2 2013 and has held it in 7 quarters since.
  • 310 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.