RMAM
APU

Raab & Moskowitz Asset Management’s AmeriGas Partners, L.P. APU Stock Holding History

Raab & Moskowitz Asset 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
2015
Q1 		– Sell
-1,292
Closed -$62K – 423
2014
Q4 		$62K Sell
1,292
-7,800
-86% -$361K 0.04% 177
2014
Q3 		$415K Buy
9,092
+1,800
+25% +$82K 0.2% 110
2014
Q2 		$331K Buy
+7,292
New +$333K 0.16% 123

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Raab & Moskowitz Asset Management's APU Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of AmeriGas Partners, L.P. (APU) in Q1 2015, closing a stake of 1,292 shares — an estimated $62K sold.

Raab & Moskowitz Asset Management first reported a position in APU in Q2 2014 and held it in 3 quarters. The position peaked at $415K in Q3 2014. 210 funds tracked by Wall St. Rank hold APU as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining AmeriGas Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 1,292 AmeriGas Partners, L.P. shares in Q1 2015, an estimated $62K.
  • Raab & Moskowitz Asset Management first reported a position in AmeriGas Partners, L.P. in Q2 2014 and held it in 3 quarters.
  • Raab & Moskowitz Asset Management's AmeriGas Partners, L.P. position peaked at $415K in Q3 2014.
  • 210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.