JWM
APL

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

Jacobus Wealth Management’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
2015
Q1 		– Sell
-20,655
Closed -$563K – 312
2014
Q4 		$563K Sell
20,655
-1,535
-7% -$49.5K 0.15% 111
2014
Q3 		$809K Sell
22,190
-1,460
-6% -$51.5K 0.22% 91
2014
Q2 		$814K Buy
23,650
+3,195
+16% +$104K 0.21% 95
2014
Q1 		$657K Buy
20,455
+1,610
+9% +$52K 0.16% 112
2013
Q4 		$661K Buy
18,845
+8,200
+77% +$299K 0.19% 102
2013
Q3 		$413K Hold
10,645
– – 0.14% 112
2013
Q2 		$407K Buy
+10,645
New +$393K 0.15% 110

Other funds holding APL

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Jacobus Wealth Management's APL Position: Q1 2015 in Review

Jacobus Wealth Management sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q1 2015, closing a stake of 20,655 shares — an estimated $563K sold.

Jacobus Wealth Management first reported a position in APL in Q2 2013 and held it in 7 quarters. The position peaked at $814K in Q2 2014. 1 fund tracked by Wall St. Rank holds APL as of Q1 2015.

  • Jacobus Wealth Management reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q1 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 20,655 ATLAS PIPELINE PARTNERS LP UTS shares in Q1 2015, an estimated $563K.
  • Jacobus Wealth Management first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q2 2013 and held it in 7 quarters.
  • Jacobus Wealth Management's ATLAS PIPELINE PARTNERS LP UTS position peaked at $814K in Q2 2014.
  • 1 fund tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q1 2015.

Based on Jacobus Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.