OCM
APL

Osterweis Capital Management’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

Osterweis Capital Management’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
Q4 		– Sell
-2,081,980
Closed -$75.9M – 79
2014
Q3 		$75.9M Sell
2,081,980
-12,870
-0.6% -$454K 2.33% 25
2014
Q2 		$72.1M Buy
2,094,850
+317,605
+18% +$10.4M 2.06% 28
2014
Q1 		$57.1M Buy
1,777,245
+10,115
+0.6% +$327K 1.75% 33
2013
Q4 		$61.9M Buy
1,767,130
+17,045
+1% +$621K 1.92% 29
2013
Q3 		$67.5M Buy
1,750,085
+31,770
+2% +$1.21M 2.18% 28
2013
Q2 		$65.6M Buy
+1,718,315
New +$63.4M 2.45% 19

Other funds holding APL

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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