AP
AHD

Atwood & Palmer’s ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) AHD Stock Holding History

Atwood & Palmer’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
2014
Q3 		– Sell
-1,500
Closed -$67K – 405
2014
Q2 		$67K Buy
+1,500
New +$67K 0.02% 177
2013
Q4 		– Sell
-3,900
Closed -$213K – 110
2013
Q3 		$213K Buy
+3,900
New +$213K 0.06% 102

Other funds holding AHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AIC
Atlantic Investment Company Atlanta, Georgia $34.3M AUM 10.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Atwood & Palmer's AHD Position: Q3 2014 in Review

Atwood & Palmer sold out of ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) (AHD) in Q3 2014, closing a stake of 1,500 shares — an estimated $67K sold.

Atwood & Palmer first reported a position in AHD in Q3 2013 and held it in 2 quarters. The position peaked at $213K in Q3 2013. 116 funds tracked by Wall St. Rank hold AHD as of Q3 2014.

  • Atwood & Palmer reported no remaining ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position as of Q3 2014 after selling out during the quarter.
  • Atwood & Palmer sold 1,500 ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) shares in Q3 2014, an estimated $67K.
  • Atwood & Palmer first reported a position in ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) in Q3 2013 and held it in 2 quarters.
  • Atwood & Palmer's ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position peaked at $213K in Q3 2013.
  • 116 funds tracked by Wall St. Rank held ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) as of Q3 2014.

Based on Atwood & Palmer's 13F filing for Q3 2014, filed 12 Nov 2014.