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

Jackson 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 Q4	–	Sell	-33,126	Closed	-$1.56M	–	78
2016 Q3	$1.56M	Buy	33,126 +1,357	+4%	+$63.4K	0.59%	39
2016 Q2	$1.48M	Buy	31,769 +575	+2%	+$25.2K	0.55%	44
2016 Q1	$1.31M	Sell	31,194 -1,769	-5%	-$70.1K	0.5%	47
2015 Q4	$1.23M	Sell	32,963 -397	-1%	-$15.7K	0.49%	52
2015 Q3	$1.39M	Sell	33,360 -2,093	-6%	-$93.4K	0.5%	58
2015 Q2	$1.62M	Sell	35,453 -2,111	-6%	-$102K	0.55%	50
2015 Q1	$1.79M	Sell	37,564 -2,451	-6%	-$121K	0.58%	55
2014 Q4	$1.92M	Buy	+40,015	New	+$1.85M	0.63%	45

Other funds holding APU

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 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

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Jackson Wealth Management's APU Position: Q4 2016 in Review

Jackson Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q4 2016, closing a stake of 33,126 shares — an estimated $1.56M sold.

Jackson Wealth Management first reported a position in APU in Q4 2014 and held it in 8 quarters. The position peaked at $1.92M in Q4 2014. 234 funds tracked by Wall St. Rank hold APU as of Q4 2016.

Jackson Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q4 2016 after selling out during the quarter.
Jackson Wealth Management sold 33,126 AmeriGas Partners, L.P. shares in Q4 2016, an estimated $1.56M.
Jackson Wealth Management first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 8 quarters.
Jackson Wealth Management's AmeriGas Partners, L.P. position peaked at $1.92M in Q4 2014.
234 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2016.

Based on Jackson Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.