EI
AHD

Excelsia Inc’s ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) AHD Stock Holding History

Excelsia Inc’s Portfolio AHD Stock Details AHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-31,444
Closed -$1.38M – 42
2014
Q3 		$1.38M Buy
+31,444
New +$1.38M 2.29% 17

Other funds holding AHD

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIC
Atlantic Investment Company Atlanta, Georgia $34.3M AUM 10.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Excelsia Inc's AHD Position: Q4 2014 in Review

Excelsia Inc sold out of ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) (AHD) in Q4 2014, closing a stake of 31,444 shares — an estimated $1.38M sold.

Excelsia Inc first reported a position in AHD in Q3 2014 and held it in 1 quarter. The position peaked at $1.38M in Q3 2014. 123 funds tracked by Wall St. Rank hold AHD as of Q4 2014.

  • Excelsia Inc reported no remaining ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position as of Q4 2014 after selling out during the quarter.
  • Excelsia Inc sold 31,444 ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) shares in Q4 2014, an estimated $1.38M.
  • Excelsia Inc first reported a position in ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) in Q3 2014 and held it in 1 quarter.
  • Excelsia Inc's ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position peaked at $1.38M in Q3 2014.
  • 123 funds tracked by Wall St. Rank held ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) as of Q4 2014.

Based on Excelsia Inc's 13F filing for Q4 2014, filed 20 Jan 2015.