GA
APU

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

Geller 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
2015
Q3 		– Sell
-6,050
Closed -$277K – 34
2015
Q2 		$277K Hold
6,050
– – 0.16% 26
2015
Q1 		$289K Hold
6,050
– – 0.17% 28
2014
Q4 		$290K Hold
6,050
– – 0.17% 27
2014
Q3 		$276K Buy
+6,050
New +$276K 0.16% 31

Other funds holding APU

O
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Geller Advisors's APU Position: Q3 2015 in Review

Geller Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2015, closing a stake of 6,050 shares — an estimated $277K sold.

Geller Advisors first reported a position in APU in Q3 2014 and held it in 4 quarters. The position peaked at $290K in Q4 2014. 206 funds tracked by Wall St. Rank hold APU as of Q3 2015.

  • Geller Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • Geller Advisors sold 6,050 AmeriGas Partners, L.P. shares in Q3 2015, an estimated $277K.
  • Geller Advisors first reported a position in AmeriGas Partners, L.P. in Q3 2014 and held it in 4 quarters.
  • Geller Advisors's AmeriGas Partners, L.P. position peaked at $290K in Q4 2014.
  • 206 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2015.

Based on Geller Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.