BRWM
APL

B. Riley Wealth Management’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

B. Riley Wealth Management’s Portfolio APL Stock Details APL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-300
Closed -$10K – 1221
2014
Q1 		$10K Buy
+300
New +$9.69K 0.01% 777

Other funds holding APL

CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

B. Riley Wealth Management's APL Position: Q2 2014 in Review

B. Riley Wealth Management sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q2 2014, closing a stake of 300 shares — an estimated $10K sold.

B. Riley Wealth Management first reported a position in APL in Q1 2014 and held it in 1 quarter. The position peaked at $10K in Q1 2014. 148 funds tracked by Wall St. Rank hold APL as of Q2 2014.

  • B. Riley Wealth Management reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 300 ATLAS PIPELINE PARTNERS LP UTS shares in Q2 2014, an estimated $10K.
  • B. Riley Wealth Management first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's ATLAS PIPELINE PARTNERS LP UTS position peaked at $10K in Q1 2014.
  • 148 funds tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.