PMFA
APU

Plante Moran Financial Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Plante Moran Financial 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
2016
Q2 		– Sell
-73
Closed -$3K – 966
2016
Q1 		$3K Buy
+73
New +$2.9K ﹤0.01% 687

Other funds holding APU

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Plante Moran Financial Advisors's APU Position: Q2 2016 in Review

Plante Moran Financial Advisors sold out of AmeriGas Partners, L.P. (APU) in Q2 2016, closing a stake of 73 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in APU in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 223 funds tracked by Wall St. Rank hold APU as of Q2 2016.

  • Plante Moran Financial Advisors reported no remaining AmeriGas Partners, L.P. position as of Q2 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 73 AmeriGas Partners, L.P. shares in Q2 2016, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in AmeriGas Partners, L.P. in Q1 2016 and held it in 1 quarter.
  • Plante Moran Financial Advisors's AmeriGas Partners, L.P. position peaked at $3K in Q1 2016.
  • 223 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.