JP Morgan Private Wealth Advisors’s ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) AHD Stock Holding History

JP Morgan Private Wealth Advisors’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	-5,377	Closed	-$237K	–	1174
2014 Q3	$237K	Buy	5,377 +707	+15%	+$31.2K	﹤0.01%	922
2014 Q2	$210K	Sell	4,670 -56	-1%	-$2.52K	﹤0.01%	812
2014 Q1	$203K	Buy	4,726 +174	+4%	+$7.47K	﹤0.01%	807
2013 Q4	$213K	Sell	4,552 -12	-0.3%	-$562	﹤0.01%	600
2013 Q3	$249K	Buy	+4,564	New	+$249K	0.01%	550

Other funds holding AHD

Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 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

JP Morgan Private Wealth Advisors's AHD Position: Q4 2014 in Review

JP Morgan Private Wealth Advisors sold out of ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) (AHD) in Q4 2014, closing a stake of 5,377 shares — an estimated $237K sold.

JP Morgan Private Wealth Advisors first reported a position in AHD in Q3 2013 and held it in 5 quarters. The position peaked at $249K in Q3 2013. 123 funds tracked by Wall St. Rank hold AHD as of Q4 2014.

JP Morgan Private Wealth Advisors 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.
JP Morgan Private Wealth Advisors sold 5,377 ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) shares in Q4 2014, an estimated $237K.
JP Morgan Private Wealth Advisors first reported a position in ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) in Q3 2013 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position peaked at $249K in Q3 2013.
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 JP Morgan Private Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.