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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $1.47T AUM 27.86% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Fidelity Investments

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return