ACG Wealth’s AmeriGas Partners, L.P. APU Stock Holding History

ACG Wealth’s Portfolio APU Stock Details APU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,712	Closed	-$258K	–	336
2017 Q2	$258K	Sell	5,712 -355	-6%	-$15.9K	0.04%	255
2017 Q1	$286K	Buy	+6,067	New	+$287K	0.05%	219

Other funds holding APU

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

ACG Wealth's APU Position: Q3 2017 in Review

ACG Wealth sold out of AmeriGas Partners, L.P. (APU) in Q3 2017, closing a stake of 5,712 shares — an estimated $258K sold.

ACG Wealth first reported a position in APU in Q1 2017 and held it in 2 quarters. The position peaked at $286K in Q1 2017. 221 funds tracked by Wall St. Rank hold APU as of Q3 2017.

ACG Wealth reported no remaining AmeriGas Partners, L.P. position as of Q3 2017 after selling out during the quarter.
ACG Wealth sold 5,712 AmeriGas Partners, L.P. shares in Q3 2017, an estimated $258K.
ACG Wealth first reported a position in AmeriGas Partners, L.P. in Q1 2017 and held it in 2 quarters.
ACG Wealth's AmeriGas Partners, L.P. position peaked at $286K in Q1 2017.
221 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2017.

Based on ACG Wealth's 13F filing for Q3 2017, filed 7 Nov 2017.