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

Evercore 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	–	Sell	-3,000	Closed	-$139K	–	884
2017 Q4	$139K	Hold	3,000	–	–	0.01%	413
2017 Q3	$135K	Hold	3,000	–	–	0.01%	416
2017 Q2	$136K	Hold	3,000	–	–	0.01%	417
2017 Q1	$141K	Sell	3,000 -500	-14%	-$23.6K	0.01%	422
2016 Q4	$168K	Hold	3,500	–	–	0.01%	407
2016 Q3	$160K	Hold	3,500	–	–	0.01%	418
2016 Q2	$163K	Sell	3,500 -500	-13%	-$21.9K	0.01%	392
2016 Q1	$174K	Hold	4,000	–	–	0.01%	381
2015 Q4	$137K	Sell	4,000 -1,800	-31%	-$71.1K	0.01%	441
2015 Q3	$241K	Hold	5,800	–	–	0.01%	357
2015 Q2	$266K	Hold	5,800	–	–	0.01%	379
2015 Q1	$277K	Hold	5,800	–	–	0.01%	365
2014 Q4	$278K	Hold	5,800	–	–	0.01%	315
2014 Q3	$265K	Hold	5,800	–	–	0.01%	353
2014 Q2	$263K	Buy	5,800 +500	+9%	+$22.8K	0.01%	351
2014 Q1	$224K	Buy	5,300 +4,300	+430%	+$183K	0.01%	356
2013 Q4	$45K	Buy	+1,000	New	+$43.5K	﹤0.01%	577

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Evercore Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q1 2018, closing a stake of 3,000 shares — an estimated $139K sold.

Evercore Wealth Management first reported a position in APU in Q4 2013 and held it in 17 quarters. The position peaked at $278K in Q4 2014. 237 funds tracked by Wall St. Rank hold APU as of Q1 2018.

Evercore Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,000 AmeriGas Partners, L.P. shares in Q1 2018, an estimated $139K.
Evercore Wealth Management first reported a position in AmeriGas Partners, L.P. in Q4 2013 and held it in 17 quarters.
Evercore Wealth Management's AmeriGas Partners, L.P. position peaked at $278K in Q4 2014.
237 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.