FI
APU

FCM Investments’s AmeriGas Partners, L.P. APU Stock Holding History

FCM Investments’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
Q3 		– Sell
-16,314
Closed -$737K – 57
2017
Q2 		$737K Sell
16,314
-3,450
-17% -$155K 0.56% 28
2017
Q1 		$931K Sell
19,764
-3,700
-16% -$175K 0.59% 37
2016
Q4 		$1.12M Hold
23,464
– – 0.68% 33
2016
Q3 		$1.07M Buy
23,464
+5,445
+30% +$254K 0.6% 37
2016
Q2 		$841K Buy
18,019
+235
+1% +$10.3K 0.5% 38
2016
Q1 		$773K Sell
17,784
-420
-2% -$16.7K 0.41% 36
2015
Q4 		$624K Sell
18,204
-3,400
-16% -$134K 0.32% 46
2015
Q3 		$897K Sell
21,604
-886
-4% -$39.6K 0.44% 39
2015
Q2 		$1.03M Hold
22,490
– – 0.49% 40
2015
Q1 		$1.07M Hold
22,490
– – 0.52% 38
2014
Q4 		$1.08M Hold
22,490
– – 0.51% 39
2014
Q3 		$1.03M Sell
22,490
-1,700
-7% -$77.4K 0.47% 41
2014
Q2 		$1.1M Sell
24,190
-700
-3% -$31.9K 0.5% 45
2014
Q1 		$1.05M Sell
24,890
-260
-1% -$11.1K 0.44% 46
2013
Q4 		$1.12M Sell
25,150
-370
-1% -$16.1K 0.46% 48
2013
Q3 		$1.1M Hold
25,520
– – 0.44% 48
2013
Q2 		$1.26M Buy
+25,520
New +$1.17M 0.56% 40

Other funds holding APU

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $112B AUM 36.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

FCM Investments's APU Position: Q3 2017 in Review

FCM Investments sold out of AmeriGas Partners, L.P. (APU) in Q3 2017, closing a stake of 16,314 shares — an estimated $737K sold.

FCM Investments first reported a position in APU in Q2 2013 and held it in 17 quarters. The position peaked at $1.26M in Q2 2013. 221 funds tracked by Wall St. Rank hold APU as of Q3 2017.

  • FCM Investments reported no remaining AmeriGas Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • FCM Investments sold 16,314 AmeriGas Partners, L.P. shares in Q3 2017, an estimated $737K.
  • FCM Investments first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 17 quarters.
  • FCM Investments's AmeriGas Partners, L.P. position peaked at $1.26M in Q2 2013.
  • 221 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2017.

Based on FCM Investments's 13F filing for Q3 2017, filed 17 Oct 2017.