GI
APU

Gradient Investments’s AmeriGas Partners, L.P. APU Stock Holding History

Gradient Investments’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
Q1 		– Sell
-1,150
Closed -$55K – 715
2014
Q4 		$55K Buy
+1,150
New +$53.2K 0.01% 224

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Gradient Investments's APU Position: Q1 2015 in Review

Gradient Investments sold out of AmeriGas Partners, L.P. (APU) in Q1 2015, closing a stake of 1,150 shares — an estimated $55K sold.

Gradient Investments first reported a position in APU in Q4 2014 and held it in 1 quarter. The position peaked at $55K in Q4 2014. 210 funds tracked by Wall St. Rank hold APU as of Q1 2015.

  • Gradient Investments reported no remaining AmeriGas Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • Gradient Investments sold 1,150 AmeriGas Partners, L.P. shares in Q1 2015, an estimated $55K.
  • Gradient Investments first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 1 quarter.
  • Gradient Investments's AmeriGas Partners, L.P. position peaked at $55K in Q4 2014.
  • 210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2015.

Based on Gradient Investments's 13F filing for Q1 2015, filed 10 Apr 2015.