EWM
APL

Evercore Wealth Management’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-2,000
Closed -$55K 1073
2014
Q4
$55K Hold
2,000
﹤0.01% 544
2014
Q3
$73K Sell
2,000
-4,000
-67% -$146K ﹤0.01% 560
2014
Q2
$207K Buy
+6,000
New +$207K 0.01% 382