Kanaly Trust’s AmeriGas Partners, L.P. APU Stock Holding History

Kanaly Trust’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	$5K	Buy	+100	New	+$4.58K	﹤0.01%	678

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

Kanaly Trust's APU Position: Q4 2016 in Review

Kanaly Trust opened a new position in AmeriGas Partners, L.P. (APU) in Q4 2016: 100 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings.

234 funds tracked by Wall St. Rank hold APU as of Q4 2016.

Kanaly Trust held 100 shares of AmeriGas Partners, L.P. worth $5K as of Q4 2016.
AmeriGas Partners, L.P. was a new Kanaly Trust position in Q4 2016.
AmeriGas Partners, L.P. made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #678 holding.
234 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.