ITIM
APU

Indiana Trust & Investment Management’s AmeriGas Partners, L.P. APU Stock Holding History

Indiana Trust & Investment 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
2014
Q1 		– Sell
-100
Closed -$4K – 252
2013
Q4 		$4K Hold
100
– – ﹤0.01% 281
2013
Q3 		$4K Buy
+100
New +$4.44K ﹤0.01% 289

Other funds holding APU

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 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
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Indiana Trust & Investment Management's APU Position: Q1 2014 in Review

Indiana Trust & Investment Management sold out of AmeriGas Partners, L.P. (APU) in Q1 2014, closing a stake of 100 shares — an estimated $4K sold.

Indiana Trust & Investment Management first reported a position in APU in Q3 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2013. 170 funds tracked by Wall St. Rank hold APU as of Q1 2014.

  • Indiana Trust & Investment Management reported no remaining AmeriGas Partners, L.P. position as of Q1 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 100 AmeriGas Partners, L.P. shares in Q1 2014, an estimated $4K.
  • Indiana Trust & Investment Management first reported a position in AmeriGas Partners, L.P. in Q3 2013 and held it in 2 quarters.
  • Indiana Trust & Investment Management's AmeriGas Partners, L.P. position peaked at $4K in Q4 2013.
  • 170 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2014, filed 28 May 2014.