LW
APL

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

Linscomb Wealth’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
2014
Q1 		– Sell
-12,000
Closed -$421K – 282
2013
Q4 		$421K Buy
12,000
+500
+4% +$18.2K 0.05% 156
2013
Q3 		$446K Hold
11,500
– – 0.06% 147
2013
Q2 		$439K Buy
+11,500
New +$424K 0.06% 146

Other funds holding APL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Linscomb Wealth's APL Position: Q1 2014 in Review

Linscomb Wealth sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q1 2014, closing a stake of 12,000 shares — an estimated $421K sold.

Linscomb Wealth first reported a position in APL in Q2 2013 and held it in 3 quarters. The position peaked at $446K in Q3 2013. 149 funds tracked by Wall St. Rank hold APL as of Q1 2014.

  • Linscomb Wealth reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q1 2014 after selling out during the quarter.
  • Linscomb Wealth sold 12,000 ATLAS PIPELINE PARTNERS LP UTS shares in Q1 2014, an estimated $421K.
  • Linscomb Wealth first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q2 2013 and held it in 3 quarters.
  • Linscomb Wealth's ATLAS PIPELINE PARTNERS LP UTS position peaked at $446K in Q3 2013.
  • 149 funds tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q1 2014.

Based on Linscomb Wealth's 13F filing for Q1 2014, filed 9 May 2014.