OIA
APU

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

Optimum 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
2015
Q1 		$40K Buy
+845
New +$41.8K 0.01% 557
2014
Q2 		– Sell
-500
Closed -$21K – 937
2014
Q1 		$21K Hold
500
– – 0.01% 509
2013
Q4 		$22K Hold
500
– – 0.01% 502
2013
Q3 		$22K Buy
+500
New +$22.2K 0.01% 483

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Optimum Investment Advisors's APU Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in AmeriGas Partners, L.P. (APU) in Q1 2015: 845 shares worth $40K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Optimum Investment Advisors previously reported a position in APU as recently as Q1 2014.

Optimum Investment Advisors first reported a position in APU in Q3 2013 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold APU as of Q1 2015.

  • Optimum Investment Advisors held 845 shares of AmeriGas Partners, L.P. worth $40K as of Q1 2015.
  • AmeriGas Partners, L.P. was a new Optimum Investment Advisors position in Q1 2015.
  • AmeriGas Partners, L.P. made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #557 holding.
  • Optimum Investment Advisors first reported a position in AmeriGas Partners, L.P. in Q3 2013 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.