PD
APU

Planning Directions’s AmeriGas Partners, L.P. APU Stock Holding History

Planning Directions’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
-5,084
Closed -$201K – 59
2018
Q3 		$201K Buy
5,084
+117
+2% +$4.79K 0.19% 57
2018
Q2 		$210K Buy
+4,967
New +$207K 0.2% 49

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Planning Directions's APU Position: Q4 2018 in Review

Planning Directions sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 5,084 shares — an estimated $201K sold.

Planning Directions first reported a position in APU in Q2 2018 and held it in 2 quarters. The position peaked at $210K in Q2 2018. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

  • Planning Directions reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Planning Directions sold 5,084 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $201K.
  • Planning Directions first reported a position in AmeriGas Partners, L.P. in Q2 2018 and held it in 2 quarters.
  • Planning Directions's AmeriGas Partners, L.P. position peaked at $210K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on Planning Directions's 13F filing for Q4 2018, filed 16 Jan 2019.