BCI
APU

Brinker Capital Investments’s AmeriGas Partners, L.P. APU Stock Holding History

Brinker Capital Investments’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
2016
Q4 		– Sell
-320
Closed -$15K – 690
2016
Q3 		$15K Buy
+320
New +$15K ﹤0.01% 356

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ClearBridge Investments
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Brinker Capital Investments's APU Position: Q4 2016 in Review

Brinker Capital Investments sold out of AmeriGas Partners, L.P. (APU) in Q4 2016, closing a stake of 320 shares — an estimated $15K sold.

Brinker Capital Investments first reported a position in APU in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 234 funds tracked by Wall St. Rank hold APU as of Q4 2016.

  • Brinker Capital Investments reported no remaining AmeriGas Partners, L.P. position as of Q4 2016 after selling out during the quarter.
  • Brinker Capital Investments sold 320 AmeriGas Partners, L.P. shares in Q4 2016, an estimated $15K.
  • Brinker Capital Investments first reported a position in AmeriGas Partners, L.P. in Q3 2016 and held it in 1 quarter.
  • Brinker Capital Investments's AmeriGas Partners, L.P. position peaked at $15K in Q3 2016.
  • 234 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2016.

Based on Brinker Capital Investments's 13F filing for Q4 2016, filed 8 Feb 2017.