Lehman Financial Resources’s AmeriGas Partners, L.P. APU Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-3,170	Closed	-$131K	–	410
2015 Q3	$131K	Hold	3,170	–	–	0.07%	74
2015 Q2	$144K	Hold	3,170	–	–	0.07%	72
2015 Q1	$151K	Hold	3,170	–	–	0.07%	74
2014 Q4	$152K	Hold	3,170	–	–	0.07%	75
2014 Q3	$145K	Hold	3,170	–	–	0.08%	72
2014 Q2	$144K	Sell	3,170 -900	-22%	-$41.1K	0.07%	71
2014 Q1	$172K	Buy	4,070 +970	+31%	+$41.2K	0.09%	61
2013 Q4	$138K	Hold	3,100	–	–	0.09%	70
2013 Q3	$134K	Hold	3,100	–	–	0.09%	65
2013 Q2	$153K	Buy	+3,100	New	+$143K	0.1%	54

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Lehman Financial Resources's APU Position: Q4 2015 in Review

Lehman Financial Resources sold out of AmeriGas Partners, L.P. (APU) in Q4 2015, closing a stake of 3,170 shares — an estimated $131K sold.

Lehman Financial Resources first reported a position in APU in Q2 2013 and held it in 10 quarters. The position peaked at $172K in Q1 2014. 217 funds tracked by Wall St. Rank hold APU as of Q4 2015.

Lehman Financial Resources reported no remaining AmeriGas Partners, L.P. position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 3,170 AmeriGas Partners, L.P. shares in Q4 2015, an estimated $131K.
Lehman Financial Resources first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's AmeriGas Partners, L.P. position peaked at $172K in Q1 2014.
217 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.