EWM
ATLS

Evercore Wealth Management’s ATLAS ENERGY GRP,LLC COM UNITS REPSTG LTD (DE) ATLS Stock Holding History

Evercore Wealth Management’s Portfolio ATLS Stock Details ATLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-172
Closed -$1K – 1099
2015
Q2 		$1K Hold
172
– – ﹤0.01% 1056
2015
Q1 		$1K Buy
+172
New +$3.67K ﹤0.01% 991

Other funds holding ATLS

OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Akanthos Capital Management Woodland Hills, California $122M AUM 17.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
LOAMU
Lombard Odier Asset Management (USA) New York $957M AUM 35.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Evercore Wealth Management's ATLS Position: Q3 2015 in Review

Evercore Wealth Management sold out of ATLAS ENERGY GRP,LLC COM UNITS REPSTG LTD (DE) (ATLS) in Q3 2015, closing a stake of 172 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in ATLS in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 62 funds tracked by Wall St. Rank hold ATLS as of Q3 2015.

  • Evercore Wealth Management reported no remaining ATLAS ENERGY GRP,LLC COM UNITS REPSTG LTD (DE) position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 172 ATLAS ENERGY GRP,LLC COM UNITS REPSTG LTD (DE) shares in Q3 2015, an estimated $1K.
  • Evercore Wealth Management first reported a position in ATLAS ENERGY GRP,LLC COM UNITS REPSTG LTD (DE) in Q1 2015 and held it in 2 quarters.
  • Evercore Wealth Management's ATLAS ENERGY GRP,LLC COM UNITS REPSTG LTD (DE) position peaked at $1K in Q2 2015.
  • 62 funds tracked by Wall St. Rank held ATLAS ENERGY GRP,LLC COM UNITS REPSTG LTD (DE) as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.