SAM
APL

Shamrock Asset Management’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

Shamrock Asset 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
Q2 		– Sell
-580
Closed -$19K – 311
2014
Q1 		$19K Sell
580
-8,580
-94% -$277K 0.01% 214
2013
Q4 		$321K Sell
9,160
-561
-6% -$20.4K 0.11% 81
2013
Q3 		$377K Buy
9,721
+1,011
+12% +$38.5K 0.15% 76
2013
Q2 		$340K Buy
+8,710
New +$321K 0.14% 78

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

Shamrock Asset Management's APL Position: Q2 2014 in Review

Shamrock Asset Management sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q2 2014, closing a stake of 580 shares — an estimated $19K sold.

Shamrock Asset Management first reported a position in APL in Q2 2013 and held it in 4 quarters. The position peaked at $377K in Q3 2013. 148 funds tracked by Wall St. Rank hold APL as of Q2 2014.

  • Shamrock Asset Management reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q2 2014 after selling out during the quarter.
  • Shamrock Asset Management sold 580 ATLAS PIPELINE PARTNERS LP UTS shares in Q2 2014, an estimated $19K.
  • Shamrock Asset Management first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q2 2013 and held it in 4 quarters.
  • Shamrock Asset Management's ATLAS PIPELINE PARTNERS LP UTS position peaked at $377K in Q3 2013.
  • 148 funds tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q2 2014.

Based on Shamrock Asset Management's 13F filing for Q2 2014, filed 4 Aug 2014.