DWT
APL

Dorsey & Whitney Trust’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

Dorsey & Whitney 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
-14,525
Closed -$530K – 271
2014
Q3 		$530K Hold
14,525
– – 0.14% 124
2014
Q2 		$500K Buy
14,525
+1,405
+11% +$45.8K 0.11% 129
2014
Q1 		$421K Hold
13,120
– – 0.1% 142
2013
Q4 		$460K Hold
13,120
– – 0.12% 140
2013
Q3 		$509K Hold
13,120
– – 0.15% 117
2013
Q2 		$501K Buy
+13,120
New +$484K 0.17% 110

Other funds holding APL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Dorsey & Whitney Trust's APL Position: Q4 2014 in Review

Dorsey & Whitney Trust sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q4 2014, closing a stake of 14,525 shares — an estimated $530K sold.

Dorsey & Whitney Trust first reported a position in APL in Q2 2013 and held it in 6 quarters. The position peaked at $530K in Q3 2014. 138 funds tracked by Wall St. Rank hold APL as of Q4 2014.

  • Dorsey & Whitney Trust reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q4 2014 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 14,525 ATLAS PIPELINE PARTNERS LP UTS shares in Q4 2014, an estimated $530K.
  • Dorsey & Whitney Trust first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q2 2013 and held it in 6 quarters.
  • Dorsey & Whitney Trust's ATLAS PIPELINE PARTNERS LP UTS position peaked at $530K in Q3 2014.
  • 138 funds tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q4 2014.

Based on Dorsey & Whitney Trust's 13F filing for Q4 2014, filed 12 Feb 2015.