TCOTO
APL

Trust Company of the Ozarks’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

Trust Company of the Ozarks’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
-6,277
Closed -$229K – 176
2014
Q3 		$229K Hold
6,277
– – 0.06% 162
2014
Q2 		$216K Hold
6,277
– – 0.06% 165
2014
Q1 		$202K Hold
6,277
– – 0.06% 166
2013
Q4 		$220K Hold
6,277
– – 0.06% 153
2013
Q3 		$244K Hold
6,277
– – 0.08% 146
2013
Q2 		$240K Buy
+6,277
New +$232K 0.08% 141

Other funds holding APL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $2.23B AUM 42.72% 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 $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

Trust Company of the Ozarks's APL Position: Q4 2014 in Review

Trust Company of the Ozarks sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q4 2014, closing a stake of 6,277 shares — an estimated $229K sold.

Trust Company of the Ozarks first reported a position in APL in Q2 2013 and held it in 6 quarters. The position peaked at $244K in Q3 2013. 138 funds tracked by Wall St. Rank hold APL as of Q4 2014.

  • Trust Company of the Ozarks reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q4 2014 after selling out during the quarter.
  • Trust Company of the Ozarks sold 6,277 ATLAS PIPELINE PARTNERS LP UTS shares in Q4 2014, an estimated $229K.
  • Trust Company of the Ozarks first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q2 2013 and held it in 6 quarters.
  • Trust Company of the Ozarks's ATLAS PIPELINE PARTNERS LP UTS position peaked at $244K in Q3 2013.
  • 138 funds tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q4 2014.

Based on Trust Company of the Ozarks's 13F filing for Q4 2014, filed 12 Feb 2015.