BAM
APL

Barrett Asset Management’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

Barrett Asset 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
2013
Q4 		– Sell
-18,542
Closed -$719K – 345
2013
Q3 		$719K Sell
18,542
-550
-3% -$20.9K 0.07% 102
2013
Q2 		$729K Buy
+19,092
New +$705K 0.07% 97

Other funds holding APL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Barrett Asset Management's APL Position: Q4 2013 in Review

Barrett Asset Management sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q4 2013, closing a stake of 18,542 shares — an estimated $719K sold.

Barrett Asset Management first reported a position in APL in Q2 2013 and held it in 2 quarters. The position peaked at $729K in Q2 2013. 151 funds tracked by Wall St. Rank hold APL as of Q4 2013.

  • Barrett Asset Management reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q4 2013 after selling out during the quarter.
  • Barrett Asset Management sold 18,542 ATLAS PIPELINE PARTNERS LP UTS shares in Q4 2013, an estimated $719K.
  • Barrett Asset Management first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q2 2013 and held it in 2 quarters.
  • Barrett Asset Management's ATLAS PIPELINE PARTNERS LP UTS position peaked at $729K in Q2 2013.
  • 151 funds tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q4 2013.

Based on Barrett Asset Management's 13F filing for Q4 2013, filed 7 Feb 2014.