Chicago Partners Investment Group’s AmeriGas Partners, L.P. APU Stock Holding History

Chicago Partners Investment Group’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 Q4	–	Sell	-353	Closed	-$14K	–	1059
2018 Q3	$14K	Buy	353 +5	+1%	+$205	﹤0.01%	753
2018 Q2	$15K	Buy	348 +6	+2%	+$250	﹤0.01%	726
2018 Q1	$14K	Buy	342 +5	+1%	+$222	﹤0.01%	720
2017 Q4	$16K	Buy	337 +5	+2%	+$225	﹤0.01%	672
2017 Q3	$15K	Buy	+332	New	+$14.7K	﹤0.01%	706
2017 Q2	–	Sell	-537	Closed	-$25K	–	839
2017 Q1	$25K	Buy	537 +4	+0.8%	+$189	0.01%	391
2016 Q4	$26K	Buy	533 +5	+0.9%	+$229	0.01%	365
2016 Q3	$24K	Buy	528 +4	+0.8%	+$187	0.01%	352
2016 Q2	$24K	Buy	524 +204	+64%	+$8.94K	0.01%	302
2016 Q1	$14K	Hold	320	–	–	0.01%	326
2015 Q4	$11K	Hold	320	–	–	0.01%	391
2015 Q3	$13K	Hold	320	–	–	0.01%	319
2015 Q2	$15K	Buy	320 +1	+0.3%	+$48	0.01%	317
2015 Q1	$15K	Sell	319 -1	-0.3%	-$49	0.01%	312
2014 Q4	$15K	Buy	+320	New	+$14.8K	0.01%	326

Other funds holding APU

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Chicago Partners Investment Group's APU Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 353 shares — an estimated $14K sold.

Chicago Partners Investment Group first reported a position in APU in Q4 2014 and held it in 15 quarters. The position peaked at $26K in Q4 2016. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

Chicago Partners Investment Group reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 353 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $14K.
Chicago Partners Investment Group first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 15 quarters.
Chicago Partners Investment Group's AmeriGas Partners, L.P. position peaked at $26K in Q4 2016.
212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.