LPL Financial
AHD

LPL Financial’s ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) AHD Stock Holding History

LPL Financial’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
-7,057
Closed -$301K – 2883
2014
Q3 		$301K Buy
+7,057
New +$301K ﹤0.01% 2168

Other funds holding AHD

OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
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
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
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

LPL Financial's AHD Position: Q4 2014 in Review

LPL Financial sold out of ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) (AHD) in Q4 2014, closing a stake of 7,057 shares — an estimated $301K sold.

LPL Financial first reported a position in AHD in Q3 2014 and held it in 1 quarter. The position peaked at $301K in Q3 2014. 123 funds tracked by Wall St. Rank hold AHD as of Q4 2014.

  • LPL Financial 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.
  • LPL Financial sold 7,057 ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) shares in Q4 2014, an estimated $301K.
  • LPL Financial first reported a position in ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) in Q3 2014 and held it in 1 quarter.
  • LPL Financial's ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position peaked at $301K in Q3 2014.
  • 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 LPL Financial's 13F filing for Q4 2014, filed 13 Feb 2015.