CFN
APU

Cordasco Financial Network’s AmeriGas Partners, L.P. APU Stock Holding History

Cordasco Financial Network’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
Q3 		– Sell
-325
Closed -$15K – 255
2017
Q2 		$15K Buy
+325
New +$14.6K 0.02% 166

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Cordasco Financial Network's APU Position: Q3 2017 in Review

Cordasco Financial Network sold out of AmeriGas Partners, L.P. (APU) in Q3 2017, closing a stake of 325 shares — an estimated $15K sold.

Cordasco Financial Network first reported a position in APU in Q2 2017 and held it in 1 quarter. The position peaked at $15K in Q2 2017. 221 funds tracked by Wall St. Rank hold APU as of Q3 2017.

  • Cordasco Financial Network reported no remaining AmeriGas Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Cordasco Financial Network sold 325 AmeriGas Partners, L.P. shares in Q3 2017, an estimated $15K.
  • Cordasco Financial Network first reported a position in AmeriGas Partners, L.P. in Q2 2017 and held it in 1 quarter.
  • Cordasco Financial Network's AmeriGas Partners, L.P. position peaked at $15K in Q2 2017.
  • 221 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2017.

Based on Cordasco Financial Network's 13F filing for Q3 2017, filed 19 Oct 2017.