Bush ODonnell Investment Advisors’s CrossAmerica Partners CAPL Stock Holding History

Bush ODonnell Investment Advisors’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-14,975	Closed	-$356K	–	27
2017 Q4	$356K	Sell	14,975 -3,000	-17%	-$75K	0.29%	35
2017 Q3	$490K	Sell	17,975 -605	-3%	-$16.3K	0.37%	37
2017 Q2	$474K	Hold	18,580	–	–	0.29%	38
2017 Q1	$486K	Hold	18,580	–	–	0.3%	38
2016 Q4	$468K	Hold	18,580	–	–	0.31%	38
2016 Q3	$472K	Hold	18,580	–	–	0.32%	39
2016 Q2	$456K	Hold	18,580	–	–	0.3%	39
2016 Q1	$452K	Buy	18,580 +2,915	+19%	+$64.3K	0.31%	36
2015 Q4	$406K	Buy	15,665 +4,940	+46%	+$122K	0.28%	35
2015 Q3	$245K	Buy	10,725 +2,150	+25%	+$54.3K	0.17%	42
2015 Q2	$242K	Hold	8,575	–	–	0.15%	40
2015 Q1	$279K	Buy	+8,575	New	+$310K	0.17%	41
2014 Q3	–	Sell	-8,165	Closed	-$219K	–	46
2014 Q2	$219K	Hold	8,165	–	–	0.12%	47
2014 Q1	$220K	Buy	+8,165	New	+$224K	0.11%	47

Other funds holding CAPL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bush ODonnell Investment Advisors's CAPL Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of CrossAmerica Partners (CAPL) in Q1 2018, closing a stake of 14,975 shares — an estimated $356K sold.

Bush ODonnell Investment Advisors first reported a position in CAPL in Q1 2014 and held it in 14 quarters. The position peaked at $490K in Q3 2017. 48 funds tracked by Wall St. Rank hold CAPL as of Q1 2018.

Bush ODonnell Investment Advisors reported no remaining CrossAmerica Partners position as of Q1 2018 after selling out during the quarter.
Bush ODonnell Investment Advisors sold 14,975 CrossAmerica Partners shares in Q1 2018, an estimated $356K.
Bush ODonnell Investment Advisors first reported a position in CrossAmerica Partners in Q1 2014 and held it in 14 quarters.
Bush ODonnell Investment Advisors's CrossAmerica Partners position peaked at $490K in Q3 2017.
48 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.