PI
APU

Placemark Investments’s AmeriGas Partners, L.P. APU Stock Holding History

Placemark Investments’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
2014
Q4 		$345K Buy
7,228
+144
+2% +$6.66K 0.01% 1340
2014
Q3 		$323K Buy
7,084
+472
+7% +$21.5K 0.01% 1368
2014
Q2 		$299K Buy
6,612
+318
+5% +$14.5K 0.01% 1387
2014
Q1 		$267K Buy
6,294
+124
+2% +$5.27K 0.01% 1389
2013
Q4 		$275K Buy
6,170
+107
+2% +$4.66K ﹤0.01% 1392
2013
Q3 		$261K Buy
6,063
+685
+13% +$30.4K 0.01% 1375
2013
Q2 		$265K Buy
+5,378
New +$247K 0.01% 1339

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Placemark Investments's APU Position: Q4 2014 in Review

Placemark Investments increased its AmeriGas Partners, L.P. (APU) stake by 2% in Q4 2014, buying an estimated $6.66K and bringing the position to 7,228 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #1340.

Placemark Investments first reported a position in APU in Q2 2013 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold APU as of Q4 2014.

  • Placemark Investments held 7,228 shares of AmeriGas Partners, L.P. worth $345K as of Q4 2014.
  • Placemark Investments bought 144 AmeriGas Partners, L.P. shares in Q4 2014, an estimated $6.66K.
  • AmeriGas Partners, L.P. made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1340 holding.
  • Placemark Investments first reported a position in AmeriGas Partners, L.P. in Q2 2013 and has held it in 7 quarters since.
  • 205 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.