WA
APL

WealthTrust Axiom’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

WealthTrust Axiom’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
-31,600
Closed -$1.15M – 237
2014
Q3 		$1.15M Hold
31,600
– – 0.41% 65
2014
Q2 		$1.09M Sell
31,600
-300
-0.9% -$9.79K 0.37% 66
2014
Q1 		$1.02M Buy
31,900
+500
+2% +$16.1K 0.37% 64
2013
Q4 		$1.1M Sell
31,400
-1,750
-5% -$63.8K 0.42% 54
2013
Q3 		$1.29M Hold
33,150
– – 0.53% 49
2013
Q2 		$1.26M Buy
+33,150
New +$1.22M 0.54% 47

Other funds holding APL

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

WealthTrust Axiom's APL Position: Q4 2014 in Review

WealthTrust Axiom sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q4 2014, closing a stake of 31,600 shares — an estimated $1.15M sold.

WealthTrust Axiom first reported a position in APL in Q2 2013 and held it in 6 quarters. The position peaked at $1.29M in Q3 2013. 138 funds tracked by Wall St. Rank hold APL as of Q4 2014.

  • WealthTrust Axiom reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q4 2014 after selling out during the quarter.
  • WealthTrust Axiom sold 31,600 ATLAS PIPELINE PARTNERS LP UTS shares in Q4 2014, an estimated $1.15M.
  • WealthTrust Axiom first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q2 2013 and held it in 6 quarters.
  • WealthTrust Axiom's ATLAS PIPELINE PARTNERS LP UTS position peaked at $1.29M in Q3 2013.
  • 138 funds tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q4 2014.

Based on WealthTrust Axiom's 13F filing for Q4 2014, filed 4 Feb 2015.