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

Glenview 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
2017 Q1	–	Sell	-8,206	Closed	-$393K	–	327
2016 Q4	$393K	Buy	+8,206	New	+$376K	0.03%	235

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

Glenview Trust's APU Position: Q1 2017 in Review

Glenview Trust sold out of AmeriGas Partners, L.P. (APU) in Q1 2017, closing a stake of 8,206 shares — an estimated $393K sold.

Glenview Trust first reported a position in APU in Q4 2016 and held it in 1 quarter. The position peaked at $393K in Q4 2016. 232 funds tracked by Wall St. Rank hold APU as of Q1 2017.

Glenview Trust reported no remaining AmeriGas Partners, L.P. position as of Q1 2017 after selling out during the quarter.
Glenview Trust sold 8,206 AmeriGas Partners, L.P. shares in Q1 2017, an estimated $393K.
Glenview Trust first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 1 quarter.
Glenview Trust's AmeriGas Partners, L.P. position peaked at $393K in Q4 2016.
232 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2017.

Based on Glenview Trust's 13F filing for Q1 2017, filed 10 May 2017.