Joel Isaacson & Co’s AmeriGas Partners, L.P. APU Stock Holding History

Joel Isaacson & Co’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	-2,544	Closed	-$122K	–	592
2016 Q4	$122K	Hold	2,544	–	–	0.02%	207
2016 Q3	$116K	Hold	2,544	–	–	0.02%	218
2016 Q2	$119K	Hold	2,544	–	–	0.03%	215
2016 Q1	$111K	Hold	2,544	–	–	0.02%	229
2015 Q4	$87K	Hold	2,544	–	–	0.02%	248
2015 Q3	$106K	Hold	2,544	–	–	0.03%	221
2015 Q2	$116K	Hold	2,544	–	–	0.03%	233
2015 Q1	$121K	Hold	2,544	–	–	0.03%	226
2014 Q4	$122K	Hold	2,544	–	–	0.03%	209
2014 Q3	$116K	Hold	2,544	–	–	0.04%	185
2014 Q2	$115K	Hold	2,544	–	–	0.04%	191
2014 Q1	$107K	Hold	2,544	–	–	0.04%	192
2013 Q4	$113K	Hold	2,544	–	–	0.04%	174
2013 Q3	$110K	Hold	2,544	–	–	0.04%	165
2013 Q2	$126K	Buy	+2,544	New	+$117K	0.06%	130

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Joel Isaacson & Co's APU Position: Q1 2017 in Review

Joel Isaacson & Co sold out of AmeriGas Partners, L.P. (APU) in Q1 2017, closing a stake of 2,544 shares — an estimated $122K sold.

Joel Isaacson & Co first reported a position in APU in Q2 2013 and held it in 15 quarters. The position peaked at $126K in Q2 2013. 232 funds tracked by Wall St. Rank hold APU as of Q1 2017.

Joel Isaacson & Co reported no remaining AmeriGas Partners, L.P. position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 2,544 AmeriGas Partners, L.P. shares in Q1 2017, an estimated $122K.
Joel Isaacson & Co first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's AmeriGas Partners, L.P. position peaked at $126K in Q2 2013.
232 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.