NFG
AHD

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

Next Financial Group’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
-546
Closed -$24K – 2681
2014
Q3 		$24K Hold
546
– – ﹤0.01% 1320
2014
Q2 		$23K Buy
+546
New +$23K 0.01% 559

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

Next Financial Group's AHD Position: Q4 2014 in Review

Next Financial Group sold out of ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) (AHD) in Q4 2014, closing a stake of 546 shares — an estimated $24K sold.

Next Financial Group first reported a position in AHD in Q2 2014 and held it in 2 quarters. The position peaked at $24K in Q3 2014. 123 funds tracked by Wall St. Rank hold AHD as of Q4 2014.

  • Next Financial Group 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.
  • Next Financial Group sold 546 ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) shares in Q4 2014, an estimated $24K.
  • Next Financial Group first reported a position in ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position peaked at $24K 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 Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.