BWM
APU

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

Baystate 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
-2,510
Closed -$119K – 741
2017
Q4 		$119K Buy
+2,510
New +$113K 0.02% 114

Other funds holding APU

O
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

Baystate Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q1 2018, closing a stake of 2,510 shares — an estimated $119K sold.

Baystate Wealth Management first reported a position in APU in Q4 2017 and held it in 1 quarter. The position peaked at $119K in Q4 2017. 237 funds tracked by Wall St. Rank hold APU as of Q1 2018.

  • Baystate Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 2,510 AmeriGas Partners, L.P. shares in Q1 2018, an estimated $119K.
  • Baystate Wealth Management first reported a position in AmeriGas Partners, L.P. in Q4 2017 and held it in 1 quarter.
  • Baystate Wealth Management's AmeriGas Partners, L.P. position peaked at $119K in Q4 2017.
  • 237 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.