WHG
APL

Westwood Holdings Group’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History

Westwood Holdings Group’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
Q1 		– Sell
-229,995
Closed -$8.06M – 331
2013
Q4 		$8.06M Buy
229,995
+8,600
+4% +$313K 0.06% 165
2013
Q3 		$8.59M Buy
221,395
+31,900
+17% +$1.22M 0.07% 162
2013
Q2 		$7.24M Buy
+189,495
New +$6.99M 0.06% 173

Other funds holding APL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westwood Holdings Group's APL Position: Q1 2014 in Review

Westwood Holdings Group sold out of ATLAS PIPELINE PARTNERS LP UTS (APL) in Q1 2014, closing a stake of 229,995 shares — an estimated $8.06M sold.

Westwood Holdings Group first reported a position in APL in Q2 2013 and held it in 3 quarters. The position peaked at $8.59M in Q3 2013. 149 funds tracked by Wall St. Rank hold APL as of Q1 2014.

  • Westwood Holdings Group reported no remaining ATLAS PIPELINE PARTNERS LP UTS position as of Q1 2014 after selling out during the quarter.
  • Westwood Holdings Group sold 229,995 ATLAS PIPELINE PARTNERS LP UTS shares in Q1 2014, an estimated $8.06M.
  • Westwood Holdings Group first reported a position in ATLAS PIPELINE PARTNERS LP UTS in Q2 2013 and held it in 3 quarters.
  • Westwood Holdings Group's ATLAS PIPELINE PARTNERS LP UTS position peaked at $8.59M in Q3 2013.
  • 149 funds tracked by Wall St. Rank held ATLAS PIPELINE PARTNERS LP UTS as of Q1 2014.

Based on Westwood Holdings Group's 13F filing for Q1 2014, filed 14 May 2014.