CWM
APU

Concert Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-53,273
Closed -$2.43M – 980
2016
Q3 		$2.43M Buy
53,273
+3,727
+8% +$174K 0.3% 75
2016
Q2 		$2.3M Buy
49,546
+5,658
+13% +$248K 0.31% 72
2016
Q1 		$1.91M Buy
43,888
+6,958
+19% +$276K 0.26% 97
2015
Q4 		$1.26M Sell
36,930
-13,330
-27% -$526K 0.17% 149
2015
Q3 		$2.09M Buy
50,260
+864
+2% +$38.6K 0.28% 76
2015
Q2 		$2.25M Sell
49,396
-1,592
-3% -$76.6K 0.29% 73
2015
Q1 		$2.2M Buy
50,988
+931
+2% +$46.1K 0.63% 33
2014
Q4 		$2.41M Buy
+50,057
New +$2.31M 0.37% 52

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Concert Wealth Management's APU Position: Q4 2016 in Review

Concert Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q4 2016, closing a stake of 53,273 shares — an estimated $2.43M sold.

Concert Wealth Management first reported a position in APU in Q4 2014 and held it in 8 quarters. The position peaked at $2.43M in Q3 2016. 234 funds tracked by Wall St. Rank hold APU as of Q4 2016.

  • Concert Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 53,273 AmeriGas Partners, L.P. shares in Q4 2016, an estimated $2.43M.
  • Concert Wealth Management first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 8 quarters.
  • Concert Wealth Management's AmeriGas Partners, L.P. position peaked at $2.43M in Q3 2016.
  • 234 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.