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Lourd Capital’s iPath Select MLP ETN ATMP Stock Holding History

Lourd Capital’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
2016
Q1 		– Sell
-15,100
Closed -$281K – 114
2015
Q4 		$281K Buy
+15,100
New +$310K 0.03% 93
2015
Q3 		– Sell
-8,450
Closed -$232K – 108
2015
Q2 		$232K Buy
+8,450
New +$250K 0.02% 110

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
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 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
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lourd Capital's ATMP Position: Q1 2016 in Review

Lourd Capital sold out of iPath Select MLP ETN (ATMP) in Q1 2016, closing a stake of 15,100 shares — an estimated $281K sold.

Lourd Capital first reported a position in ATMP in Q2 2015 and held it in 2 quarters. The position peaked at $281K in Q4 2015. 23 funds tracked by Wall St. Rank hold ATMP as of Q1 2016.

  • Lourd Capital reported no remaining iPath Select MLP ETN position as of Q1 2016 after selling out during the quarter.
  • Lourd Capital sold 15,100 iPath Select MLP ETN shares in Q1 2016, an estimated $281K.
  • Lourd Capital first reported a position in iPath Select MLP ETN in Q2 2015 and held it in 2 quarters.
  • Lourd Capital's iPath Select MLP ETN position peaked at $281K in Q4 2015.
  • 23 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q1 2016.

Based on Lourd Capital's 13F filing for Q1 2016, filed 6 May 2016.