Apriem Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-1,000	Closed	-$42K	–	425
2018 Q2	$42K	Buy	+1,000	New	+$41.6K	0.01%	261
2017 Q2	–	Sell	-1,000	Closed	-$47K	–	616
2017 Q1	$47K	Hold	1,000	–	–	0.01%	241
2016 Q4	$48K	Hold	1,000	–	–	0.01%	235
2016 Q3	$46K	Hold	1,000	–	–	0.01%	232
2016 Q2	$47K	Hold	1,000	–	–	0.02%	231
2016 Q1	$43K	Hold	1,000	–	–	0.02%	222
2015 Q4	$34K	Hold	1,000	–	–	0.01%	237
2015 Q3	$42K	Hold	1,000	–	–	0.02%	219
2015 Q2	$46K	Hold	1,000	–	–	0.02%	226
2015 Q1	$48K	Hold	1,000	–	–	0.02%	213
2014 Q4	$48K	Hold	1,000	–	–	0.02%	196
2014 Q3	$46K	Hold	1,000	–	–	0.02%	209
2014 Q2	$45K	Hold	1,000	–	–	0.02%	206
2014 Q1	$42K	Hold	1,000	–	–	0.02%	233
2013 Q4	$45K	Hold	1,000	–	–	0.02%	216
2013 Q3	$43K	Hold	1,000	–	–	0.02%	215
2013 Q2	$49K	Buy	+1,000	New	+$46K	0.02%	194

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's APU Position: Q3 2018 in Review

Apriem Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2018, closing a stake of 1,000 shares — an estimated $42K sold.

Apriem Advisors first reported a position in APU in Q2 2013 and held it in 17 quarters. The position peaked at $49K in Q2 2013. 233 funds tracked by Wall St. Rank hold APU as of Q3 2018.

Apriem Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,000 AmeriGas Partners, L.P. shares in Q3 2018, an estimated $42K.
Apriem Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 17 quarters.
Apriem Advisors's AmeriGas Partners, L.P. position peaked at $49K in Q2 2013.
233 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.