ACM
APU

Antonetti Capital Management’s AmeriGas Partners, L.P. APU Stock Holding History

Antonetti Capital Management’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
2014
Q3 		– Sell
-120
Closed -$5K – 212
2014
Q2 		$5K Hold
120
– – ﹤0.01% 173
2014
Q1 		$5K Hold
120
– – ﹤0.01% 181
2013
Q4 		$5K Sell
120
-75
-38% -$3.26K ﹤0.01% 206
2013
Q3 		$8K Hold
195
– – 0.01% 229
2013
Q2 		$10K Buy
+195
New +$8.97K 0.01% 240

Other funds holding APU

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Antonetti Capital Management's APU Position: Q3 2014 in Review

Antonetti Capital Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2014, closing a stake of 120 shares — an estimated $5K sold.

Antonetti Capital Management first reported a position in APU in Q2 2013 and held it in 5 quarters. The position peaked at $10K in Q2 2013. 183 funds tracked by Wall St. Rank hold APU as of Q3 2014.

  • Antonetti Capital Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2014 after selling out during the quarter.
  • Antonetti Capital Management sold 120 AmeriGas Partners, L.P. shares in Q3 2014, an estimated $5K.
  • Antonetti Capital Management first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 5 quarters.
  • Antonetti Capital Management's AmeriGas Partners, L.P. position peaked at $10K in Q2 2013.
  • 183 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2014.

Based on Antonetti Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.