Choate Investment Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Choate Investment Advisors’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
2014 Q4	–	Sell	-4,500	Closed	-$205K	–	290
2014 Q3	$205K	Hold	4,500	–	–	0.01%	251
2014 Q2	$204K	Buy	+4,500	New	+$205K	0.01%	259
2014 Q1	–	Sell	-4,500	Closed	-$201K	–	296
2013 Q4	$201K	Buy	+4,500	New	+$196K	0.01%	259
2013 Q3	–	Sell	-4,500	Closed	-$222K	–	256
2013 Q2	$222K	Buy	+4,500	New	+$207K	0.02%	239

Other funds holding APU

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

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

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

RRAM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Choate Investment Advisors's APU Position: Q4 2014 in Review

Choate Investment Advisors sold out of AmeriGas Partners, L.P. (APU) in Q4 2014, closing a stake of 4,500 shares — an estimated $205K sold.

Choate Investment Advisors first reported a position in APU in Q2 2013 and held it in 4 quarters. The position peaked at $222K in Q2 2013. 205 funds tracked by Wall St. Rank hold APU as of Q4 2014.

Choate Investment Advisors reported no remaining AmeriGas Partners, L.P. position as of Q4 2014 after selling out during the quarter.
Choate Investment Advisors sold 4,500 AmeriGas Partners, L.P. shares in Q4 2014, an estimated $205K.
Choate Investment Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 4 quarters.
Choate Investment Advisors's AmeriGas Partners, L.P. position peaked at $222K in Q2 2013.
205 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2014.

Based on Choate Investment Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.