Loomis, Sayles & Company
APU

Loomis, Sayles & Company’s AmeriGas Partners, L.P. APU Stock Holding History

Loomis, Sayles & Company’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
-4,516
Closed -$206K – 1139
2016
Q3 		$206K Buy
+4,516
New +$211K ﹤0.01% 644
2016
Q2 		– Sell
-3,838
Closed -$167K – 1162
2016
Q1 		$167K Buy
3,838
+1,507
+65% +$59.8K ﹤0.01% 652
2015
Q4 		$80K Buy
+2,331
New +$92.1K ﹤0.01% 725

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Loomis, Sayles & Company's APU Position: Q4 2016 in Review

Loomis, Sayles & Company sold out of AmeriGas Partners, L.P. (APU) in Q4 2016, closing a stake of 4,516 shares — an estimated $206K sold.

Loomis, Sayles & Company first reported a position in APU in Q4 2015 and held it in 3 quarters. The position peaked at $206K in Q3 2016. 234 funds tracked by Wall St. Rank hold APU as of Q4 2016.

  • Loomis, Sayles & Company reported no remaining AmeriGas Partners, L.P. position as of Q4 2016 after selling out during the quarter.
  • Loomis, Sayles & Company sold 4,516 AmeriGas Partners, L.P. shares in Q4 2016, an estimated $206K.
  • Loomis, Sayles & Company first reported a position in AmeriGas Partners, L.P. in Q4 2015 and held it in 3 quarters.
  • Loomis, Sayles & Company's AmeriGas Partners, L.P. position peaked at $206K in Q3 2016.
  • 234 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2016.

Based on Loomis, Sayles & Company's 13F filing for Q4 2016, filed 14 Feb 2017.