First National Bank of Mount Dora’s AmeriGas Partners, L.P. APU Stock Holding History

First National Bank of Mount Dora’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
2014 Q2	–	Sell	-11,750	Closed	-$496K	–	103
2014 Q1	$496K	Buy	+11,750	New	+$499K	0.3%	75

Other funds holding APU

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

First National Bank of Mount Dora's APU Position: Q2 2014 in Review

First National Bank of Mount Dora sold out of AmeriGas Partners, L.P. (APU) in Q2 2014, closing a stake of 11,750 shares — an estimated $496K sold.

First National Bank of Mount Dora first reported a position in APU in Q1 2014 and held it in 1 quarter. The position peaked at $496K in Q1 2014. 185 funds tracked by Wall St. Rank hold APU as of Q2 2014.

First National Bank of Mount Dora reported no remaining AmeriGas Partners, L.P. position as of Q2 2014 after selling out during the quarter.
First National Bank of Mount Dora sold 11,750 AmeriGas Partners, L.P. shares in Q2 2014, an estimated $496K.
First National Bank of Mount Dora first reported a position in AmeriGas Partners, L.P. in Q1 2014 and held it in 1 quarter.
First National Bank of Mount Dora's AmeriGas Partners, L.P. position peaked at $496K in Q1 2014.
185 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2014.

Based on First National Bank of Mount Dora's 13F filing for Q2 2014, filed 9 Jul 2014.