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

Avior Wealth 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
2018 Q1	–	Sell	-1,700	Closed	-$79K	–	843
2017 Q4	$79K	Hold	1,700	–	–	0.02%	459
2017 Q3	$76K	Hold	1,700	–	–	0.03%	190
2017 Q2	$77K	Hold	1,700	–	–	0.03%	163
2017 Q1	$80K	Hold	1,700	–	–	0.03%	194
2016 Q4	$81K	Hold	1,700	–	–	0.03%	175
2016 Q3	$78K	Hold	1,700	–	–	0.03%	190
2016 Q2	$79K	Hold	1,700	–	–	0.03%	175
2016 Q1	$74K	Hold	1,700	–	–	0.03%	172
2015 Q4	$58K	Hold	1,700	–	–	0.03%	168
2015 Q3	$71K	Hold	1,700	–	–	0.04%	149
2015 Q2	$78K	Hold	1,700	–	–	0.06%	111
2015 Q1	$81K	Hold	1,700	–	–	0.06%	107
2014 Q4	$81K	Hold	1,700	–	–	0.06%	109
2014 Q3	$78K	Hold	1,700	–	–	0.07%	107
2014 Q2	$77K	Hold	1,700	–	–	0.06%	108
2014 Q1	$72K	Buy	+1,700	New	+$72.3K	0.06%	104

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Avior Wealth Management's APU Position: Q1 2018 in Review

Avior Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q1 2018, closing a stake of 1,700 shares — an estimated $79K sold.

Avior Wealth Management first reported a position in APU in Q1 2014 and held it in 16 quarters. The position peaked at $81K in Q4 2016. 237 funds tracked by Wall St. Rank hold APU as of Q1 2018.

Avior Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q1 2018 after selling out during the quarter.
Avior Wealth Management sold 1,700 AmeriGas Partners, L.P. shares in Q1 2018, an estimated $79K.
Avior Wealth Management first reported a position in AmeriGas Partners, L.P. in Q1 2014 and held it in 16 quarters.
Avior Wealth Management's AmeriGas Partners, L.P. position peaked at $81K in Q4 2016.
237 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2018.

Based on Avior Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.