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

Cumberland 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 Q1	–	Sell	-300	Closed	-$14K	–	50
2016 Q4	$14K	Hold	300	–	–	0.01%	51
2016 Q3	$14K	Hold	300	–	–	0.01%	47
2016 Q2	$14K	Hold	300	–	–	0.01%	45
2016 Q1	$13K	Buy	+300	New	+$11.9K	0.01%	39
2015 Q4	–	Sell	-200	Closed	-$8K	–	64
2015 Q3	$8K	Sell	200 -300	-60%	-$13.4K	0.01%	50
2015 Q2	$23K	Hold	500	–	–	0.01%	57
2015 Q1	$24K	Hold	500	–	–	0.01%	60
2014 Q4	$24K	Hold	500	–	–	0.01%	63
2014 Q3	$23K	Buy	500 +200	+67%	+$9.11K	0.02%	59
2014 Q2	$14K	Buy	+300	New	+$13.7K	0.01%	54

Other funds holding APU

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $112B AUM 36.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Cumberland Advisors's APU Position: Q1 2017 in Review

Cumberland Advisors sold out of AmeriGas Partners, L.P. (APU) in Q1 2017, closing a stake of 300 shares — an estimated $14K sold.

Cumberland Advisors first reported a position in APU in Q2 2014 and held it in 10 quarters. The position peaked at $24K in Q1 2015. 232 funds tracked by Wall St. Rank hold APU as of Q1 2017.

Cumberland Advisors reported no remaining AmeriGas Partners, L.P. position as of Q1 2017 after selling out during the quarter.
Cumberland Advisors sold 300 AmeriGas Partners, L.P. shares in Q1 2017, an estimated $14K.
Cumberland Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2014 and held it in 10 quarters.
Cumberland Advisors's AmeriGas Partners, L.P. position peaked at $24K in Q1 2015.
232 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2017.

Based on Cumberland Advisors's 13F filing for Q1 2017, filed 4 Apr 2017.