PA
AHD

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

Pinnacle Associates’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
-5,920
Closed -$260K – 663
2014
Q3 		$260K Buy
+5,920
New +$260K 0.01% 557
2013
Q4 		– Sell
-10,300
Closed -$563K – 608
2013
Q3 		$563K Buy
+10,300
New +$563K 0.01% 428

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

Pinnacle Associates's AHD Position: Q4 2014 in Review

Pinnacle Associates sold out of ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) (AHD) in Q4 2014, closing a stake of 5,920 shares — an estimated $260K sold.

Pinnacle Associates first reported a position in AHD in Q3 2013 and held it in 2 quarters. The position peaked at $563K in Q3 2013. 123 funds tracked by Wall St. Rank hold AHD as of Q4 2014.

  • Pinnacle Associates 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.
  • Pinnacle Associates sold 5,920 ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) shares in Q4 2014, an estimated $260K.
  • Pinnacle Associates first reported a position in ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) in Q3 2013 and held it in 2 quarters.
  • Pinnacle Associates's ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE) position peaked at $563K in Q3 2013.
  • 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 Pinnacle Associates's 13F filing for Q4 2014, filed 12 Feb 2015.