Rockefeller Financial Services’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,760
| Closed | -$102K | – | 562 |
|
|
2014
Q4 | $102K | Sell |
3,760
-1,890
| -33% | -$51.3K | ﹤0.01% | 354 |
|
|
2014
Q3 | $206K | Hold |
5,650
| – | – | ﹤0.01% | 325 |
|
|
2014
Q2 | $194K | Hold |
5,650
| – | – | ﹤0.01% | 340 |
|
|
2014
Q1 | $181K | Hold |
5,650
| – | – | ﹤0.01% | 352 |
|
|
2013
Q4 | $198K | Hold |
5,650
| – | – | ﹤0.01% | 349 |
|
|
2013
Q3 | $219K | Hold |
5,650
| – | – | 0.01% | 328 |
|
|
2013
Q2 | $216K | Buy |
+5,650
| New | +$216K | 0.01% | 322 |
|