BCM
APU

Brookstone Capital Management’s AmeriGas Partners, L.P. APU Stock Holding History

Brookstone Capital 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
2015
Q4 		– Sell
-3,763
Closed -$156K – 997
2015
Q3 		$156K Sell
3,763
-1,263
-25% -$56.4K 0.03% 204
2015
Q2 		$230K Sell
5,026
-229
-4% -$11K 0.03% 213
2015
Q1 		$251K Buy
5,255
+995
+23% +$49.3K 0.04% 159
2014
Q4 		$204K Buy
+4,260
New +$197K 0.03% 157

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
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Brookstone Capital Management's APU Position: Q4 2015 in Review

Brookstone Capital Management sold out of AmeriGas Partners, L.P. (APU) in Q4 2015, closing a stake of 3,763 shares — an estimated $156K sold.

Brookstone Capital Management first reported a position in APU in Q4 2014 and held it in 4 quarters. The position peaked at $251K in Q1 2015. 217 funds tracked by Wall St. Rank hold APU as of Q4 2015.

  • Brookstone Capital Management reported no remaining AmeriGas Partners, L.P. position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 3,763 AmeriGas Partners, L.P. shares in Q4 2015, an estimated $156K.
  • Brookstone Capital Management first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 4 quarters.
  • Brookstone Capital Management's AmeriGas Partners, L.P. position peaked at $251K in Q1 2015.
  • 217 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2015.

Based on Brookstone Capital Management's 13F filing for Q4 2015, filed 14 Jan 2016.