PFO
APU

Pathstone Family Office’s AmeriGas Partners, L.P. APU Stock Holding History

Pathstone Family Office’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
2013
Q4 		– Sell
-220
Closed -$9K – 353
2013
Q3 		$9K Hold
220
– – 0.04% 189
2013
Q2 		$11K Buy
+220
New +$10.1K 0.01% 239

Other funds holding APU

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Family Office's APU Position: Q4 2013 in Review

Pathstone Family Office sold out of AmeriGas Partners, L.P. (APU) in Q4 2013, closing a stake of 220 shares — an estimated $9K sold.

Pathstone Family Office first reported a position in APU in Q2 2013 and held it in 2 quarters. The position peaked at $11K in Q2 2013. 156 funds tracked by Wall St. Rank hold APU as of Q4 2013.

  • Pathstone Family Office reported no remaining AmeriGas Partners, L.P. position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 220 AmeriGas Partners, L.P. shares in Q4 2013, an estimated $9K.
  • Pathstone Family Office first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 2 quarters.
  • Pathstone Family Office's AmeriGas Partners, L.P. position peaked at $11K in Q2 2013.
  • 156 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2013.

Based on Pathstone Family Office's 13F filing for Q4 2013, filed 4 Feb 2014.