First Trust Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

First Trust Advisors’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 Q1	–	Sell	-10,233	Closed	-$490K	–	2503
2016 Q4	$490K	Buy	10,233 +1,146	+13%	+$52.5K	﹤0.01%	2139
2016 Q3	$415K	Buy	9,087 +508	+6%	+$23.7K	﹤0.01%	2048
2016 Q2	$401K	Buy	+8,579	New	+$376K	﹤0.01%	2021
2014 Q2	–	Sell	-879,374	Closed	-$37.2M	–	2332
2014 Q1	$37.2M	Buy	+879,374	New	+$37.4M	0.16%	127
2013 Q4	–	Sell	-1,026,899	Closed	-$44.2M	–	2280
2013 Q3	$44.2M	Buy	1,026,899 +24,864	+2%	+$1.1M	0.24%	72
2013 Q2	$49.5M	Buy	+1,002,035	New	+$46.1M	0.32%	41

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

Goldman Sachs New York $871B AUM 31.28% 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

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

First Trust Advisors's APU Position: Q1 2017 in Review

First Trust Advisors sold out of AmeriGas Partners, L.P. (APU) in Q1 2017, closing a stake of 10,233 shares — an estimated $490K sold.

First Trust Advisors first reported a position in APU in Q2 2013 and held it in 6 quarters. The position peaked at $49.5M in Q2 2013. 232 funds tracked by Wall St. Rank hold APU as of Q1 2017.

First Trust Advisors reported no remaining AmeriGas Partners, L.P. position as of Q1 2017 after selling out during the quarter.
First Trust Advisors sold 10,233 AmeriGas Partners, L.P. shares in Q1 2017, an estimated $490K.
First Trust Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 6 quarters.
First Trust Advisors's AmeriGas Partners, L.P. position peaked at $49.5M in Q2 2013.
232 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2017.

Based on First Trust Advisors's 13F filing for Q1 2017, filed 2 May 2017.