BRWM
APU

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

B. Riley 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
2014
Q2 		– Sell
-500
Closed -$21K – 1196
2014
Q1 		$21K Buy
+500
New +$21.3K 0.02% 628

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

B. Riley Wealth Management's APU Position: Q2 2014 in Review

B. Riley Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q2 2014, closing a stake of 500 shares — an estimated $21K sold.

B. Riley Wealth Management first reported a position in APU in Q1 2014 and held it in 1 quarter. The position peaked at $21K in Q1 2014. 185 funds tracked by Wall St. Rank hold APU as of Q2 2014.

  • B. Riley Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 AmeriGas Partners, L.P. shares in Q2 2014, an estimated $21K.
  • B. Riley Wealth Management first reported a position in AmeriGas Partners, L.P. in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's AmeriGas Partners, L.P. position peaked at $21K in Q1 2014.
  • 185 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.