Parasol Investment Management’s AmeriGas Partners, L.P. APU Stock Holding History

Parasol Investment Management’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 Q1	$21K	Sell	440 -209	-32%	-$9.88K	0.03%	69
2016 Q4	$31K	Hold	649	–	–	0.03%	120
2016 Q3	$30K	Hold	649	–	–	0.03%	120
2016 Q2	$30K	Buy	649 +209	+48%	+$9.16K	0.03%	119
2016 Q1	$19K	Hold	440	–	–	0.02%	120
2015 Q4	$15K	Sell	440 -1,320	-75%	-$52.1K	0.01%	124
2015 Q3	$73K	Sell	1,760 -5,420	-75%	-$242K	0.07%	77
2015 Q2	$328K	Hold	7,180	–	–	0.22%	53
2015 Q1	$343K	Hold	7,180	–	–	0.22%	52
2014 Q4	$344K	Hold	7,180	–	–	0.24%	49
2014 Q3	$328K	Buy	7,180 +2,760	+62%	+$126K	0.23%	48
2014 Q2	$201K	Buy	4,420 +4,200	+1,909%	+$192K	0.14%	57
2014 Q1	$9K	Hold	220	–	–	0.01%	194
2013 Q4	$10K	Buy	+220	New	+$9.57K	0.01%	192

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

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

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

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

Parasol Investment Management's APU Position: Q1 2017 in Review

Parasol Investment Management reduced its AmeriGas Partners, L.P. (APU) stake by 32% in Q1 2017, selling an estimated $9.88K and leaving 440 shares worth $21K. The position accounts for 0.03% of the portfolio, ranked #69.

Parasol Investment Management first reported a position in APU in Q4 2013 and has held it in 14 quarters since. The position peaked at $344K in Q4 2014. 232 funds tracked by Wall St. Rank hold APU as of Q1 2017.

Parasol Investment Management held 440 shares of AmeriGas Partners, L.P. worth $21K as of Q1 2017.
Parasol Investment Management sold 209 AmeriGas Partners, L.P. shares in Q1 2017, an estimated $9.88K.
AmeriGas Partners, L.P. made up 0.03% of Parasol Investment Management's portfolio in Q1 2017, its #69 holding.
Parasol Investment Management first reported a position in AmeriGas Partners, L.P. in Q4 2013 and has held it in 14 quarters since.
Parasol Investment Management's AmeriGas Partners, L.P. position peaked at $344K in Q4 2014.
232 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.