IWA
APU

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

IBEX Wealth 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
2017
Q1 		– Sell
-2,058
Closed -$99K – 434
2016
Q4 		$99K Buy
+2,058
New +$94.3K 0.05% 140

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

IBEX Wealth Advisors's APU Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of AmeriGas Partners, L.P. (APU) in Q1 2017, closing a stake of 2,058 shares — an estimated $99K sold.

IBEX Wealth Advisors first reported a position in APU in Q4 2016 and held it in 1 quarter. The position peaked at $99K in Q4 2016. 232 funds tracked by Wall St. Rank hold APU as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining AmeriGas Partners, L.P. position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,058 AmeriGas Partners, L.P. shares in Q1 2017, an estimated $99K.
  • IBEX Wealth Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's AmeriGas Partners, L.P. position peaked at $99K in Q4 2016.
  • 232 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.