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

Obermeyer 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
2018 Q4	–	Sell	-5,702	Closed	-$225K	–	122
2018 Q3	$225K	Buy	5,702 +3	+0.1%	+$123	0.02%	112
2018 Q2	$241K	Sell	5,699 -4,267	-43%	-$178K	0.02%	102
2018 Q1	$398K	Sell	9,966 -597	-6%	-$26.5K	0.04%	82
2017 Q4	$488K	Buy	10,563 +3	+0%	+$135	0.04%	84
2017 Q3	$475K	Sell	10,560 -1,223	-10%	-$54K	0.04%	80
2017 Q2	$532K	Buy	11,783 +1,038	+10%	+$46.6K	0.05%	75
2017 Q1	$506K	Buy	10,745 +3,623	+51%	+$171K	0.05%	80
2016 Q4	$341K	Buy	+7,122	New	+$326K	0.03%	97
2015 Q2	–	Sell	-4,310	Closed	-$206K	–	139
2015 Q1	$206K	Hold	4,310	–	–	0.02%	132
2014 Q4	$207K	Buy	+4,310	New	+$199K	0.02%	136
2013 Q3	–	Sell	-4,310	Closed	-$213K	–	322
2013 Q2	$213K	Buy	+4,310	New	+$198K	0.06%	56

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Obermeyer Wealth Partners's APU Position: Q4 2018 in Review

Obermeyer Wealth Partners sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 5,702 shares — an estimated $225K sold.

Obermeyer Wealth Partners first reported a position in APU in Q2 2013 and held it in 11 quarters. The position peaked at $532K in Q2 2017. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

Obermeyer Wealth Partners reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Obermeyer Wealth Partners sold 5,702 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $225K.
Obermeyer Wealth Partners first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 11 quarters.
Obermeyer Wealth Partners's AmeriGas Partners, L.P. position peaked at $532K in Q2 2017.
212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2018, filed 12 Feb 2019.