Clear Perspective Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Clear Perspective 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
2017 Q2	–	Sell	-250	Closed	-$12K	–	493
2017 Q1	$12K	Hold	250	–	–	0.01%	308
2016 Q4	$12K	Buy	+250	New	+$11.5K	0.01%	308

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

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

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

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

RRAM

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clear Perspective Advisors's APU Position: Q2 2017 in Review

Clear Perspective Advisors sold out of AmeriGas Partners, L.P. (APU) in Q2 2017, closing a stake of 250 shares — an estimated $12K sold.

Clear Perspective Advisors first reported a position in APU in Q4 2016 and held it in 2 quarters. The position peaked at $12K in Q1 2017. 234 funds tracked by Wall St. Rank hold APU as of Q2 2017.

Clear Perspective Advisors reported no remaining AmeriGas Partners, L.P. position as of Q2 2017 after selling out during the quarter.
Clear Perspective Advisors sold 250 AmeriGas Partners, L.P. shares in Q2 2017, an estimated $12K.
Clear Perspective Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 2 quarters.
Clear Perspective Advisors's AmeriGas Partners, L.P. position peaked at $12K in Q1 2017.
234 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2017.

Based on Clear Perspective Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.