FBT
APU

Founders Bank & Trust’s AmeriGas Partners, L.P. APU Stock Holding History

Founders Bank & Trust’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
Q4 		$5K Hold
100
– – ﹤0.01% 322
2014
Q3 		$5K Hold
100
– – ﹤0.01% 323
2014
Q2 		$5K Sell
100
-69
-41% -$3.15K ﹤0.01% 324
2014
Q1 		$7K Hold
169
– – ﹤0.01% 311
2013
Q4 		$7K Hold
169
– – ﹤0.01% 332
2013
Q3 		$7K Sell
169
-45
-21% -$2K ﹤0.01% 298
2013
Q2 		$10K Buy
+214
New +$9.85K 0.01% 254

Other funds holding APU

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Founders Bank & Trust's APU Position: Q4 2014 in Review

Founders Bank & Trust held its AmeriGas Partners, L.P. (APU) position steady in Q4 2014 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Founders Bank & Trust first reported a position in APU in Q2 2013 and has held it in 7 quarters since. The position peaked at $10K in Q2 2013. 205 funds tracked by Wall St. Rank hold APU as of Q4 2014.

  • Founders Bank & Trust held 100 shares of AmeriGas Partners, L.P. worth $5K as of Q4 2014.
  • Founders Bank & Trust left its AmeriGas Partners, L.P. share count unchanged in Q4 2014.
  • AmeriGas Partners, L.P. made up ﹤0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #322 holding.
  • Founders Bank & Trust first reported a position in AmeriGas Partners, L.P. in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's AmeriGas Partners, L.P. position peaked at $10K in Q2 2013.
  • 205 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.