Advisor Group’s CrossAmerica Partners CAPL Stock Holding History

Advisor Group’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$112K	Buy	6,227 +3,283	+112%	+$58.4K	﹤0.01%	2851
2019 Q3	$50K	Buy	2,944 +679	+30%	+$11.5K	﹤0.01%	3388
2019 Q2	$36K	Buy	2,265 +56	+3%	+$941	﹤0.01%	3576
2019 Q1	$40K	Buy	2,209 +604	+38%	+$10.4K	﹤0.01%	3528
2018 Q4	$23K	Buy	+1,605	New	+$25.8K	﹤0.01%	3712
2017 Q3	–	Sell	-100	Closed	-$3K	–	4841
2017 Q2	$3K	Sell	100 -245	-71%	-$6.13K	﹤0.01%	4398
2017 Q1	$9K	Buy	+345	New	+$8.97K	﹤0.01%	3826

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Advisor Group's CAPL Position: Q4 2019 in Review

Advisor Group increased its CrossAmerica Partners (CAPL) stake by 112% in Q4 2019, buying an estimated $58.4K and bringing the position to 6,227 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

Advisor Group first reported a position in CAPL in Q1 2017 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold CAPL as of Q4 2019.

Advisor Group held 6,227 shares of CrossAmerica Partners worth $112K as of Q4 2019.
Advisor Group bought 3,283 CrossAmerica Partners shares in Q4 2019, an estimated $58.4K.
CrossAmerica Partners made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2851 holding.
Advisor Group first reported a position in CrossAmerica Partners in Q1 2017 and has held it in 7 quarters since.
41 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.