Investors Capital Advisory Services’s AmeriGas Partners, L.P. APU Stock Holding History

Investors Capital Advisory Services’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 Q2	$388K	Buy	8,315 +415	+5%	+$18.2K	0.07%	346
2016 Q1	$343K	Buy	7,900 +920	+13%	+$36.5K	0.07%	375
2015 Q4	$239K	Sell	6,980 -3,385	-33%	-$134K	0.05%	514
2015 Q3	$430K	Buy	10,365 +278	+3%	+$12.4K	0.09%	324
2015 Q2	$461K	Buy	10,087 +246	+2%	+$11.8K	0.08%	341
2015 Q1	$469K	Buy	9,841 +440	+5%	+$21.8K	0.09%	321
2014 Q4	$450K	Buy	9,401 +3,050	+48%	+$141K	0.09%	326
2014 Q3	$289K	Buy	+6,351	New	+$289K	0.06%	444

Other funds holding APU

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

EIP

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

Goldman Sachs New York $871B AUM 31.28% 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

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

MHI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investors Capital Advisory Services's APU Position: Q2 2016 in Review

Investors Capital Advisory Services increased its AmeriGas Partners, L.P. (APU) stake by 5.3% in Q2 2016, buying an estimated $18.2K and bringing the position to 8,315 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #346.

Investors Capital Advisory Services first reported a position in APU in Q3 2014 and has held it in 8 quarters since. The position peaked at $469K in Q1 2015. 223 funds tracked by Wall St. Rank hold APU as of Q2 2016.

Investors Capital Advisory Services held 8,315 shares of AmeriGas Partners, L.P. worth $388K as of Q2 2016.
Investors Capital Advisory Services bought 415 AmeriGas Partners, L.P. shares in Q2 2016, an estimated $18.2K.
AmeriGas Partners, L.P. made up 0.07% of Investors Capital Advisory Services's portfolio in Q2 2016, its #346 holding.
Investors Capital Advisory Services first reported a position in AmeriGas Partners, L.P. in Q3 2014 and has held it in 8 quarters since.
Investors Capital Advisory Services's AmeriGas Partners, L.P. position peaked at $469K in Q1 2015.
223 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.