MPWT
APU

MassMutual Private Wealth & Trust’s AmeriGas Partners, L.P. APU Stock Holding History

MassMutual Private Wealth & 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
2015
Q1 		– Sell
-425
Closed -$21K – 786
2014
Q4 		$20.4K Buy
+425
New +$19.6K 0.01% 329

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MassMutual Private Wealth & Trust's APU Position: Q1 2015 in Review

MassMutual Private Wealth & Trust sold out of AmeriGas Partners, L.P. (APU) in Q1 2015, closing a stake of 425 shares — an estimated $21K sold.

MassMutual Private Wealth & Trust first reported a position in APU in Q4 2014 and held it in 1 quarter. The position peaked at $20.4K in Q4 2014. 210 funds tracked by Wall St. Rank hold APU as of Q1 2015.

  • MassMutual Private Wealth & Trust reported no remaining AmeriGas Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 425 AmeriGas Partners, L.P. shares in Q1 2015, an estimated $21K.
  • MassMutual Private Wealth & Trust first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's AmeriGas Partners, L.P. position peaked at $20.4K in Q4 2014.
  • 210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2015.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2015, filed 11 May 2015.