Duff & Phelps Investment Management’s AmeriGas Partners, L.P. APU Stock Holding History

Duff & Phelps Investment 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
2017 Q4	–	Sell	-27,500	Closed	-$1.24M	–	259
2017 Q3	$1.24M	Sell	27,500 -30,000	-52%	-$1.32M	0.02%	198
2017 Q2	$2.6M	Sell	57,500 -10,000	-15%	-$449K	0.04%	169
2017 Q1	$3.18M	Hold	67,500	–	–	0.05%	167
2016 Q4	$3.23M	Hold	67,500	–	–	0.05%	166
2016 Q3	$3.08M	Sell	67,500 -23,500	-26%	-$1.1M	0.04%	161
2016 Q2	$4.25M	Hold	91,000	–	–	0.06%	133
2016 Q1	$3.96M	Sell	91,000 -219,000	-71%	-$8.68M	0.06%	129
2015 Q4	$10.6M	Sell	310,000 -35,000	-10%	-$1.38M	0.18%	107
2015 Q3	$14.3M	Sell	345,000 -70,000	-17%	-$3.12M	0.23%	102
2015 Q2	$19M	Buy	415,000 +20,000	+5%	+$962K	0.29%	100
2015 Q1	$18.9M	Buy	395,000 +10,000	+3%	+$495K	0.26%	98
2014 Q4	$18.4M	Buy	385,000 +185,000	+93%	+$8.55M	0.25%	97
2014 Q3	$9.12M	Buy	+200,000	New	+$9.11M	0.13%	116

Other funds holding APU

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Duff & Phelps Investment Management's APU Position: Q4 2017 in Review

Duff & Phelps Investment Management sold out of AmeriGas Partners, L.P. (APU) in Q4 2017, closing a stake of 27,500 shares — an estimated $1.24M sold.

Duff & Phelps Investment Management first reported a position in APU in Q3 2014 and held it in 13 quarters. The position peaked at $19M in Q2 2015. 239 funds tracked by Wall St. Rank hold APU as of Q4 2017.

Duff & Phelps Investment Management reported no remaining AmeriGas Partners, L.P. position as of Q4 2017 after selling out during the quarter.
Duff & Phelps Investment Management sold 27,500 AmeriGas Partners, L.P. shares in Q4 2017, an estimated $1.24M.
Duff & Phelps Investment Management first reported a position in AmeriGas Partners, L.P. in Q3 2014 and held it in 13 quarters.
Duff & Phelps Investment Management's AmeriGas Partners, L.P. position peaked at $19M in Q2 2015.
239 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2017.

Based on Duff & Phelps Investment Management's 13F filing for Q4 2017, filed 24 Jan 2018.