CWM
APU

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

Cornerstone 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
2018
Q1 		$214K Sell
5,316
-246
-4% -$10.9K 0.04% 349
2017
Q4 		$267K Sell
5,562
-41
-0.7% -$1.84K 0.05% 327
2017
Q3 		$251K Buy
5,603
+31
+0.6% +$1.37K 0.05% 314
2017
Q2 		$249K Sell
5,572
-50
-0.9% -$2.24K 0.06% 311
2017
Q1 		$266K Buy
+5,622
New +$266K 0.07% 271

Other funds holding APU

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $123B AUM 45.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Cornerstone Wealth Management's APU Position: Q1 2018 in Review

Cornerstone Wealth Management reduced its AmeriGas Partners, L.P. (APU) stake by 4.4% in Q1 2018, selling an estimated $10.9K and leaving 5,316 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #349.

Cornerstone Wealth Management first reported a position in APU in Q1 2017 and has held it in 5 quarters since. The position peaked at $267K in Q4 2017. 237 funds tracked by Wall St. Rank hold APU as of Q1 2018.

  • Cornerstone Wealth Management held 5,316 shares of AmeriGas Partners, L.P. worth $214K as of Q1 2018.
  • Cornerstone Wealth Management sold 246 AmeriGas Partners, L.P. shares in Q1 2018, an estimated $10.9K.
  • AmeriGas Partners, L.P. made up 0.04% of Cornerstone Wealth Management's portfolio in Q1 2018, its #349 holding.
  • Cornerstone Wealth Management first reported a position in AmeriGas Partners, L.P. in Q1 2017 and has held it in 5 quarters since.
  • Cornerstone Wealth Management's AmeriGas Partners, L.P. position peaked at $267K in Q4 2017.
  • 237 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.