OWD
APL

Osborn Williams & Donohoe’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-7,950
Closed -$255K – 234
2014
Q1 		$255K Hold
7,950
– – 0.06% 192
2013
Q4 		$279K Sell
7,950
-600
-7% -$21.9K 0.06% 184
2013
Q3 		$332K Hold
8,550
– – 0.08% 175
2013
Q2 		$327K Buy
+8,550
New +$316K 0.09% 169

Other funds holding APL

CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Osborn Williams & Donohoe's APL Position: Q2 2014 in Review

Osborn Williams & Donohoe sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q2 2014, closing a stake of 7,950 shares — an estimated $255K sold.

Osborn Williams & Donohoe first reported a position in APL in Q2 2013 and held it in 4 quarters. The position peaked at $332K in Q3 2013. 148 funds tracked by Wall St. Rank hold APL as of Q2 2014.

  • Osborn Williams & Donohoe reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q2 2014 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 7,950 ATLAS PIPELINE PARTNERS LP UTS shares in Q2 2014, an estimated $255K.
  • Osborn Williams & Donohoe first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q2 2013 and held it in 4 quarters.
  • Osborn Williams & Donohoe's ATLAS PIPELINE PARTNERS LP UTS position peaked at $332K in Q3 2013.
  • 148 funds tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q2 2014.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2014, filed 23 Jul 2014.