Gupta Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History

Gupta Wealth Management’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
2016 Q1	$620K	Buy	14,265 +10,765	+308%	+$427K	0.15%	125
2015 Q4	$120K	Hold	3,500	–	–	0.03%	304
2015 Q3	$145K	Hold	3,500	–	–	0.04%	291
2015 Q2	$160K	Hold	3,500	–	–	0.04%	286
2015 Q1	$167K	Buy	+3,500	New	+$173K	0.05%	241

Other funds holding APU

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Gupta Wealth Management's APU Position: Q1 2016 in Review

Gupta Wealth Management increased its AmeriGas Partners, L.P. (APU) stake by 308% in Q1 2016, buying an estimated $427K and bringing the position to 14,265 shares worth $620K. The position accounts for 0.15% of the portfolio, ranked #125.

Gupta Wealth Management first reported a position in APU in Q1 2015 and has held it in 5 quarters since. 219 funds tracked by Wall St. Rank hold APU as of Q1 2016.

Gupta Wealth Management held 14,265 shares of AmeriGas Partners, L.P. worth $620K as of Q1 2016.
Gupta Wealth Management bought 10,765 AmeriGas Partners, L.P. shares in Q1 2016, an estimated $427K.
AmeriGas Partners, L.P. made up 0.15% of Gupta Wealth Management's portfolio in Q1 2016, its #125 holding.
Gupta Wealth Management first reported a position in AmeriGas Partners, L.P. in Q1 2015 and has held it in 5 quarters since.
219 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.