BHBT
APL

Burke & Herbert Bank & Trust’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

Burke & Herbert Bank & Trust’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
Q4 		– Sell
-6,700
Closed -$244K – 108
2014
Q3 		$244K Hold
6,700
– – 0.24% 96
2014
Q2 		$230K Hold
6,700
– – 0.21% 98
2014
Q1 		$215K Buy
+6,700
New +$216K 0.21% 100

Other funds holding APL

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Burke & Herbert Bank & Trust's APL Position: Q4 2014 in Review

Burke & Herbert Bank & Trust sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q4 2014, closing a stake of 6,700 shares — an estimated $244K sold.

Burke & Herbert Bank & Trust first reported a position in APL in Q1 2014 and held it in 3 quarters. The position peaked at $244K in Q3 2014. 138 funds tracked by Wall St. Rank hold APL as of Q4 2014.

  • Burke & Herbert Bank & Trust reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q4 2014 after selling out during the quarter.
  • Burke & Herbert Bank & Trust sold 6,700 ATLAS PIPELINE PARTNERS LP UTS shares in Q4 2014, an estimated $244K.
  • Burke & Herbert Bank & Trust first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q1 2014 and held it in 3 quarters.
  • Burke & Herbert Bank & Trust's ATLAS PIPELINE PARTNERS LP UTS position peaked at $244K in Q3 2014.
  • 138 funds tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q4 2014.

Based on Burke & Herbert Bank & Trust's 13F filing for Q4 2014, filed 13 Jan 2015.