KS
APU

Karpas Strategies’s AmeriGas Partners, L.P. APU Stock Holding History

Karpas Strategies’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
Q2 		– Sell
-4,300
Closed -$202K – 124
2017
Q1 		$202K Sell
4,300
-100
-2% -$4.73K 0.09% 114
2016
Q4 		$211K Buy
+4,400
New +$202K 0.1% 112

Other funds holding APU

O
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Karpas Strategies's APU Position: Q2 2017 in Review

Karpas Strategies sold out of AmeriGas Partners, L.P. (APU) in Q2 2017, closing a stake of 4,300 shares — an estimated $202K sold.

Karpas Strategies first reported a position in APU in Q4 2016 and held it in 2 quarters. The position peaked at $211K in Q4 2016. 234 funds tracked by Wall St. Rank hold APU as of Q2 2017.

  • Karpas Strategies reported no remaining AmeriGas Partners, L.P. position as of Q2 2017 after selling out during the quarter.
  • Karpas Strategies sold 4,300 AmeriGas Partners, L.P. shares in Q2 2017, an estimated $202K.
  • Karpas Strategies first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 2 quarters.
  • Karpas Strategies's AmeriGas Partners, L.P. position peaked at $211K in Q4 2016.
  • 234 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2017.

Based on Karpas Strategies's 13F filing for Q2 2017, filed 19 Jul 2017.