GGPS
APU

Gary Goldberg Planning Services’s AmeriGas Partners, L.P. APU Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$38K Hold
800
– – 0.02% 247
2014
Q3 		$36K Hold
800
– – 0.02% 267
2014
Q2 		$36K Hold
800
– – 0.02% 254
2014
Q1 		$34K Buy
800
+500
+167% +$21.3K 0.02% 242
2013
Q4 		$13K Sell
300
-500
-63% -$21.8K 0.01% 275
2013
Q3 		$34K Hold
800
– – 0.02% 221
2013
Q2 		$40K Buy
+800
New +$36.8K 0.03% 204

Other funds holding APU

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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 $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $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 $115B AUM 24.78% 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

Gary Goldberg Planning Services's APU Position: Q4 2014 in Review

Gary Goldberg Planning Services held its AmeriGas Partners, L.P. (APU) position steady in Q4 2014 at 800 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #247.

Gary Goldberg Planning Services first reported a position in APU in Q2 2013 and has held it in 7 quarters since. The position peaked at $40K in Q2 2013. 205 funds tracked by Wall St. Rank hold APU as of Q4 2014.

  • Gary Goldberg Planning Services held 800 shares of AmeriGas Partners, L.P. worth $38K as of Q4 2014.
  • Gary Goldberg Planning Services left its AmeriGas Partners, L.P. share count unchanged in Q4 2014.
  • AmeriGas Partners, L.P. made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #247 holding.
  • Gary Goldberg Planning Services first reported a position in AmeriGas Partners, L.P. in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's AmeriGas Partners, L.P. position peaked at $40K in Q2 2013.
  • 205 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.