MYIA
APU

Mount Yale Investment Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Mount Yale Investment Advisors’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
2018
Q2 		– Sell
-84
Closed -$3K – 1033
2018
Q1 		$3K Buy
+84
New +$3.73K ﹤0.01% 912

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
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
Goldman Sachs
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's APU Position: Q2 2018 in Review

Mount Yale Investment Advisors sold out of AmeriGas Partners, L.P. (APU) in Q2 2018, closing a stake of 84 shares — an estimated $3K sold.

Mount Yale Investment Advisors first reported a position in APU in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 230 funds tracked by Wall St. Rank hold APU as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining AmeriGas Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 84 AmeriGas Partners, L.P. shares in Q2 2018, an estimated $3K.
  • Mount Yale Investment Advisors first reported a position in AmeriGas Partners, L.P. in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's AmeriGas Partners, L.P. position peaked at $3K in Q1 2018.
  • 230 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2018, filed 22 Aug 2018.