MLFP
APU

MPS Loria Financial Planners’s AmeriGas Partners, L.P. APU Stock Holding History

MPS Loria Financial Planners’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
Q3 		– Sell
-900
Closed -$39K – 379
2017
Q2 		$39K Buy
+900
New +$40.4K 0.03% 170

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

MPS Loria Financial Planners's APU Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of AmeriGas Partners, L.P. (APU) in Q3 2017, closing a stake of 900 shares — an estimated $39K sold.

MPS Loria Financial Planners first reported a position in APU in Q2 2017 and held it in 1 quarter. The position peaked at $39K in Q2 2017. 221 funds tracked by Wall St. Rank hold APU as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining AmeriGas Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 900 AmeriGas Partners, L.P. shares in Q3 2017, an estimated $39K.
  • MPS Loria Financial Planners first reported a position in AmeriGas Partners, L.P. in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's AmeriGas Partners, L.P. position peaked at $39K in Q2 2017.
  • 221 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.