Advisory Research’s ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) AHD Stock Holding History

Advisory Research’s Portfolio AHD Stock Details AHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-20,000	Closed	-$623K	–	369
2014 Q4	$623K	Sell	20,000 -362,500	-95%	-$11.3M	0.01%	291
2014 Q3	$16.8M	Sell	382,500 -184,605	-33%	-$8.12M	0.16%	124
2014 Q2	$25.5M	Buy	567,105 +561,005	+9,197%	+$25.2M	0.24%	99
2014 Q1	$263K	Buy	+6,100	New	+$263K	﹤0.01%	308

Other funds holding AHD

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

AIC

Atlantic Investment Company Atlanta, Georgia $34.3M AUM 10.7% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

LIM

Loudon Investment Management West Lebanon, New Hampshire $186M AUM 14.24% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Advisory Research's AHD Position: Q1 2015 in Review

Advisory Research sold out of ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) (AHD) in Q1 2015, closing a stake of 20,000 shares — an estimated $623K sold.

Advisory Research first reported a position in AHD in Q1 2014 and held it in 4 quarters. The position peaked at $25.5M in Q2 2014. 8 funds tracked by Wall St. Rank hold AHD as of Q1 2015.

Advisory Research reported no remaining ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position as of Q1 2015 after selling out during the quarter.
Advisory Research sold 20,000 ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) shares in Q1 2015, an estimated $623K.
Advisory Research first reported a position in ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) in Q1 2014 and held it in 4 quarters.
Advisory Research's ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position peaked at $25.5M in Q2 2014.
8 funds tracked by Wall St. Rank held ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) as of Q1 2015.

Based on Advisory Research's 13F filing for Q1 2015, filed 15 May 2015.