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Homrich & Berg’s iPath Select MLP ETN ATMP Stock Holding History

Homrich & Berg’s Portfolio ATMP Stock Details ATMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,408
Closed -$254K – 323
2017
Q2 		$254K Buy
11,408
+358
+3% +$8.15K 0.02% 244
2017
Q1 		$264K Buy
11,050
+334
+3% +$8.02K 0.02% 251
2016
Q4 		$252K Buy
10,716
+344
+3% +$7.84K 0.02% 240
2016
Q3 		$242K Sell
10,372
-336
-3% -$7.63K 0.02% 247
2016
Q2 		$238K Buy
+10,708
New +$219K 0.02% 238

Other funds holding ATMP

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
NAM
North American Management Boston, Massachusetts $738M AUM 49.23% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Homrich & Berg's ATMP Position: Q3 2017 in Review

Homrich & Berg sold out of iPath Select MLP ETN (ATMP) in Q3 2017, closing a stake of 11,408 shares — an estimated $254K sold.

Homrich & Berg first reported a position in ATMP in Q2 2016 and held it in 5 quarters. The position peaked at $264K in Q1 2017. 34 funds tracked by Wall St. Rank hold ATMP as of Q3 2017.

  • Homrich & Berg reported no remaining iPath Select MLP ETN position as of Q3 2017 after selling out during the quarter.
  • Homrich & Berg sold 11,408 iPath Select MLP ETN shares in Q3 2017, an estimated $254K.
  • Homrich & Berg first reported a position in iPath Select MLP ETN in Q2 2016 and held it in 5 quarters.
  • Homrich & Berg's iPath Select MLP ETN position peaked at $264K in Q1 2017.
  • 34 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q3 2017.

Based on Homrich & Berg's 13F filing for Q3 2017, filed 14 Nov 2017.