NPC
APU

National Planning Corporation’s AmeriGas Partners, L.P. APU Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-8,930
Closed -$401K – 685
2017
Q3 		$401K Sell
8,930
-305
-3% -$13.5K 0.03% 425
2017
Q2 		$425K Sell
9,235
-629
-6% -$28.2K 0.03% 448
2017
Q1 		$467K Buy
9,864
+377
+4% +$17.8K 0.04% 401
2016
Q4 		$471K Buy
9,487
+1,795
+23% +$82.2K 0.04% 387
2016
Q3 		$360K Buy
7,692
+860
+13% +$40.2K 0.03% 438
2016
Q2 		$334K Buy
6,832
+384
+6% +$16.8K 0.03% 464
2016
Q1 		$269K Sell
6,448
-8,423
-57% -$334K 0.02% 495
2015
Q4 		$586K Buy
14,871
+5,658
+61% +$223K 0.05% 358
2015
Q3 		$403K Buy
9,213
+1,419
+18% +$63.3K 0.04% 393
2015
Q2 		$351K Sell
7,794
-683
-8% -$32.9K 0.03% 436
2015
Q1 		$411K Sell
8,477
-2,324
-22% -$115K 0.04% 409
2014
Q4 		$519K Sell
10,801
-2,287
-17% -$106K 0.04% 391
2014
Q3 		$605K Buy
13,088
+2,338
+22% +$106K 0.05% 348
2014
Q2 		$488K Buy
10,750
+1,910
+22% +$87.1K 0.04% 410
2014
Q1 		$378K Buy
8,840
+352
+4% +$15K 0.03% 467
2013
Q4 		$369K Sell
8,488
-1,607
-16% -$69.9K 0.03% 462
2013
Q3 		$429K Buy
10,095
+4,245
+73% +$189K 0.04% 388
2013
Q2 		$286K Buy
+5,850
New +$269K 0.04% 398

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

National Planning Corporation's APU Position: Q4 2017 in Review

National Planning Corporation sold out of AmeriGas Partners, L.P. (APU) in Q4 2017, closing a stake of 8,930 shares — an estimated $401K sold.

National Planning Corporation first reported a position in APU in Q2 2013 and held it in 18 quarters. The position peaked at $605K in Q3 2014. 239 funds tracked by Wall St. Rank hold APU as of Q4 2017.

  • National Planning Corporation reported no remaining AmeriGas Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 8,930 AmeriGas Partners, L.P. shares in Q4 2017, an estimated $401K.
  • National Planning Corporation first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's AmeriGas Partners, L.P. position peaked at $605K in Q3 2014.
  • 239 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.