Winslow Evans & Crocker’s Atmos Energy ATO Stock Holding History

Winslow Evans & Crocker’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
2020 Q3	–	Sell	-54	Closed	-$5K	–	1087
2020 Q2	$5K	Hold	54	–	–	﹤0.01%	871
2020 Q1	$6K	Hold	54	–	–	﹤0.01%	791
2019 Q4	$8K	Hold	54	–	–	﹤0.01%	849
2019 Q3	$8K	Hold	54	–	–	﹤0.01%	841
2019 Q2	$6K	Hold	54	–	–	﹤0.01%	912
2019 Q1	$6K	Hold	54	–	–	﹤0.01%	913
2018 Q4	$6K	Hold	54	–	–	﹤0.01%	854
2018 Q3	$6K	Hold	54	–	–	﹤0.01%	881
2018 Q2	$6K	Hold	54	–	–	﹤0.01%	884
2018 Q1	$4.55K	Hold	54	–	–	﹤0.01%	920
2017 Q4	$4.64K	Hold	54	–	–	﹤0.01%	936
2017 Q3	$4.53K	Hold	54	–	–	﹤0.01%	948
2017 Q2	$4.48K	Hold	54	–	–	﹤0.01%	1076
2017 Q1	$4.27K	Hold	54	–	–	﹤0.01%	1052
2016 Q4	$4.01K	Hold	54	–	–	﹤0.01%	1058
2016 Q3	$4.02K	Hold	54	–	–	﹤0.01%	1096
2016 Q2	$4.39K	Hold	54	–	–	﹤0.01%	1064
2016 Q1	$4.01K	Hold	54	–	–	﹤0.01%	1063
2015 Q4	$3.41K	Hold	54	–	–	﹤0.01%	1148
2015 Q3	$3.14K	Sell	54 -196	-78%	-$10.8K	﹤0.01%	1110
2015 Q2	$12.8K	Hold	250	–	–	﹤0.01%	871
2015 Q1	$13.8K	Hold	250	–	–	﹤0.01%	815
2014 Q4	$13.9K	Hold	250	–	–	﹤0.01%	816
2014 Q3	$11.9K	Buy	250 +1	+0.4%	+$50	﹤0.01%	860
2014 Q2	$13.3K	Hold	249	–	–	﹤0.01%	778
2014 Q1	$11.7K	Sell	249 -5,108	-95%	-$235K	﹤0.01%	807
2013 Q4	$243K	Buy	+5,357	New	+$236K	0.08%	254

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

MAM

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

Winslow Evans & Crocker's ATO Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Atmos Energy (ATO) in Q3 2020, closing a stake of 54 shares — an estimated $5K sold.

Winslow Evans & Crocker first reported a position in ATO in Q4 2013 and held it in 27 quarters. The position peaked at $243K in Q4 2013. 533 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

Winslow Evans & Crocker reported no remaining Atmos Energy position as of Q3 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 54 Atmos Energy shares in Q3 2020, an estimated $5K.
Winslow Evans & Crocker first reported a position in Atmos Energy in Q4 2013 and held it in 27 quarters.
Winslow Evans & Crocker's Atmos Energy position peaked at $243K in Q4 2013.
533 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.