CIBC Private Wealth Group
APU

CIBC Private Wealth Group’s AmeriGas Partners, L.P. APU Stock Holding History

CIBC Private Wealth 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
2019
Q1 		– Sell
-477,141
Closed -$12.1M – 965
2018
Q4 		$12.1M Buy
+477,141
New +$16.6M 0.05% 245
2018
Q3 		– Sell
-1,000
Closed -$42K – 1928
2018
Q2 		$42K Hold
1,000
– – ﹤0.01% 1210
2018
Q1 		$40K Sell
1,000
-1,158
-54% -$51.4K ﹤0.01% 1216
2017
Q4 		$100K Buy
+2,158
New +$97.1K ﹤0.01% 1043
2017
Q1 		– Sell
-45,807
Closed -$2.2M – 608
2016
Q4 		$2.2M Buy
45,807
+17,794
+64% +$815K 0.01% 352
2016
Q3 		$1.28M Buy
+28,013
New +$1.31M 0.01% 425
2016
Q2 		– Sell
-182,352
Closed -$7.93M – 609
2016
Q1 		$7.93M Sell
182,352
-623,417
-77% -$24.7M 0.06% 218
2015
Q4 		$27.6M Sell
805,769
-146,213
-15% -$5.77M 0.22% 108
2015
Q3 		$39.5M Sell
951,982
-10,258
-1% -$458K 0.33% 84
2015
Q2 		$44M Sell
962,240
-8,449
-0.9% -$407K 0.32% 86
2015
Q1 		$46.3M Buy
970,689
+21,820
+2% +$1.08M 0.34% 87
2014
Q4 		$45.5M Buy
948,869
+191,292
+25% +$8.84M 0.35% 80
2014
Q3 		$34.6M Buy
757,577
+323,328
+74% +$14.7M 0.27% 97
2014
Q2 		$19.7M Buy
+434,249
New +$19.8M 0.16% 134

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

CIBC Private Wealth Group's APU Position: Q1 2019 in Review

CIBC Private Wealth Group sold out of AmeriGas Partners, L.P. (APU) in Q1 2019, closing a stake of 477,141 shares — an estimated $12.1M sold.

CIBC Private Wealth Group first reported a position in APU in Q2 2014 and held it in 14 quarters. The position peaked at $46.3M in Q1 2015. 220 funds tracked by Wall St. Rank hold APU as of Q1 2019.

  • CIBC Private Wealth Group reported no remaining AmeriGas Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • CIBC Private Wealth Group sold 477,141 AmeriGas Partners, L.P. shares in Q1 2019, an estimated $12.1M.
  • CIBC Private Wealth Group first reported a position in AmeriGas Partners, L.P. in Q2 2014 and held it in 14 quarters.
  • CIBC Private Wealth Group's AmeriGas Partners, L.P. position peaked at $46.3M in Q1 2015.
  • 220 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2019.

Based on CIBC Private Wealth Group's 13F filing for Q1 2019, filed 10 May 2019.