First Allied Advisory Services’s AmeriGas Partners, L.P. APU Stock Holding History

First Allied Advisory Services’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	-4,700	Closed	-$216K	–	1548
2017 Q4	$216K	Buy	4,700 +200	+4%	+$9K	0.01%	1019
2017 Q3	$200K	Buy	+4,500	New	+$199K	0.01%	1024
2017 Q2	–	Sell	-4,510	Closed	-$212K	–	1214
2017 Q1	$212K	Buy	4,510 +191	+4%	+$9.03K	0.01%	967
2016 Q4	$207K	Buy	+4,319	New	+$198K	0.01%	979
2016 Q3	–	Sell	-4,919	Closed	-$230K	–	1125
2016 Q2	$230K	Buy	+4,919	New	+$216K	0.01%	877
2015 Q3	–	Sell	-6,129	Closed	-$282K	–	1173
2015 Q2	$282K	Sell	6,129 -80	-1%	-$3.85K	0.01%	848
2015 Q1	$299K	Buy	6,209 +42	+0.7%	+$2.08K	0.02%	782
2014 Q4	$299K	Buy	6,167 +816	+15%	+$37.7K	0.02%	754
2014 Q3	$244K	Buy	+5,351	New	+$244K	0.02%	825
2014 Q2	–	Sell	-5,445	Closed	-$225K	–	1087
2014 Q1	$225K	Buy	+5,445	New	+$231K	0.02%	847
2013 Q4	–	Sell	-5,835	Closed	-$248K	–	1068
2013 Q3	$248K	Sell	5,835 -569	-9%	-$25.3K	0.01%	804
2013 Q2	$316K	Buy	+6,404	New	+$295K	0.03%	656

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

First Allied Advisory Services's APU Position: Q1 2018 in Review

First Allied Advisory Services sold out of AmeriGas Partners, L.P. (APU) in Q1 2018, closing a stake of 4,700 shares — an estimated $216K sold.

First Allied Advisory Services first reported a position in APU in Q2 2013 and held it in 12 quarters. The position peaked at $316K in Q2 2013. 237 funds tracked by Wall St. Rank hold APU as of Q1 2018.

First Allied Advisory Services reported no remaining AmeriGas Partners, L.P. position as of Q1 2018 after selling out during the quarter.
First Allied Advisory Services sold 4,700 AmeriGas Partners, L.P. shares in Q1 2018, an estimated $216K.
First Allied Advisory Services first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 12 quarters.
First Allied Advisory Services's AmeriGas Partners, L.P. position peaked at $316K in Q2 2013.
237 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2018.

Based on First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.