V
APL

Veritable’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

Veritable’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
-43,275
Closed -$1.58M – 1004
2014
Q3 		$1.58M Sell
43,275
-5,000
-10% -$176K 0.03% 295
2014
Q2 		$1.66M Sell
48,275
-10,843
-18% -$354K 0.03% 291
2014
Q1 		$1.9M Buy
59,118
+21,730
+58% +$701K 0.04% 263
2013
Q4 		$1.31M Buy
37,388
+88
+0.2% +$3.21K 0.03% 330
2013
Q3 		$1.45M Sell
37,300
-2,200
-6% -$83.8K 0.03% 302
2013
Q2 		$1.51M Buy
+39,500
New +$1.46M 0.04% 298

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 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 $2.02B AUM 30.38% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
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

Veritable's APL Position: Q4 2014 in Review

Veritable sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q4 2014, closing a stake of 43,275 shares — an estimated $1.58M sold.

Veritable first reported a position in APL in Q2 2013 and held it in 6 quarters. The position peaked at $1.9M in Q1 2014. 138 funds tracked by Wall St. Rank hold APL as of Q4 2014.

  • Veritable reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q4 2014 after selling out during the quarter.
  • Veritable sold 43,275 ATLAS PIPELINE PARTNERS LP UTS shares in Q4 2014, an estimated $1.58M.
  • Veritable first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q2 2013 and held it in 6 quarters.
  • Veritable's ATLAS PIPELINE PARTNERS LP UTS position peaked at $1.9M in Q1 2014.
  • 138 funds tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q4 2014.

Based on Veritable's 13F filing for Q4 2014, filed 17 Feb 2015.