MYCIO Wealth Partners’s AmeriGas Partners, L.P. APU Stock Holding History

MYCIO Wealth Partners’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 Q3	–	Sell	-250	Closed	-$12K	–	1119
2016 Q2	$12K	Hold	250	–	–	﹤0.01%	548
2016 Q1	$11K	Hold	250	–	–	﹤0.01%	515
2015 Q4	$9K	Hold	250	–	–	﹤0.01%	551
2015 Q3	$10K	Hold	250	–	–	﹤0.01%	559
2015 Q2	$11K	Hold	250	–	–	﹤0.01%	518
2015 Q1	$12K	Hold	250	–	–	﹤0.01%	471
2014 Q4	$12K	Hold	250	–	–	﹤0.01%	453
2014 Q3	$11K	Hold	250	–	–	﹤0.01%	447
2014 Q2	$11K	Hold	250	–	–	﹤0.01%	466
2014 Q1	$11K	Hold	250	–	–	﹤0.01%	461
2013 Q4	$11K	Hold	250	–	–	﹤0.01%	442
2013 Q3	$11K	Hold	250	–	–	﹤0.01%	405
2013 Q2	$12K	Buy	+250	New	+$11.5K	﹤0.01%	397

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

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

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

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

MYCIO Wealth Partners's APU Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of AmeriGas Partners, L.P. (APU) in Q3 2016, closing a stake of 250 shares — an estimated $12K sold.

MYCIO Wealth Partners first reported a position in APU in Q2 2013 and held it in 13 quarters. The position peaked at $12K in Q2 2016. 218 funds tracked by Wall St. Rank hold APU as of Q3 2016.

MYCIO Wealth Partners reported no remaining AmeriGas Partners, L.P. position as of Q3 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 250 AmeriGas Partners, L.P. shares in Q3 2016, an estimated $12K.
MYCIO Wealth Partners first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 13 quarters.
MYCIO Wealth Partners's AmeriGas Partners, L.P. position peaked at $12K in Q2 2016.
218 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.