GM Advisory Group’s AmeriGas Partners, L.P. APU Stock Holding History

GM Advisory Group’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
2018 Q1	–	Sell	-4,500	Closed	-$208K	–	138
2017 Q4	$208K	Sell	4,500 -500	-10%	-$22.5K	0.06%	122
2017 Q3	$225K	Hold	5,000	–	–	0.07%	105
2017 Q2	$226K	Hold	5,000	–	–	0.07%	100
2017 Q1	$235K	Buy	+5,000	New	+$236K	0.08%	90

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

GM Advisory Group's APU Position: Q1 2018 in Review

GM Advisory Group sold out of AmeriGas Partners, L.P. (APU) in Q1 2018, closing a stake of 4,500 shares — an estimated $208K sold.

GM Advisory Group first reported a position in APU in Q1 2017 and held it in 4 quarters. The position peaked at $235K in Q1 2017. 237 funds tracked by Wall St. Rank hold APU as of Q1 2018.

GM Advisory Group reported no remaining AmeriGas Partners, L.P. position as of Q1 2018 after selling out during the quarter.
GM Advisory Group sold 4,500 AmeriGas Partners, L.P. shares in Q1 2018, an estimated $208K.
GM Advisory Group first reported a position in AmeriGas Partners, L.P. in Q1 2017 and held it in 4 quarters.
GM Advisory Group's AmeriGas Partners, L.P. position peaked at $235K in Q1 2017.
237 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2018.

Based on GM Advisory Group's 13F filing for Q1 2018, filed 14 May 2018.