RIA
APU

Regal Investment Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Regal Investment 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
2014
Q1 		– Sell
-272
Closed -$12K – 957
2013
Q4 		$12K Buy
+272
New +$11.8K 0.01% 559

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's APU Position: Q1 2014 in Review

Regal Investment Advisors sold out of AmeriGas Partners, L.P. (APU) in Q1 2014, closing a stake of 272 shares — an estimated $12K sold.

Regal Investment Advisors first reported a position in APU in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 170 funds tracked by Wall St. Rank hold APU as of Q1 2014.

  • Regal Investment Advisors reported no remaining AmeriGas Partners, L.P. position as of Q1 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 272 AmeriGas Partners, L.P. shares in Q1 2014, an estimated $12K.
  • Regal Investment Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2013 and held it in 1 quarter.
  • Regal Investment Advisors's AmeriGas Partners, L.P. position peaked at $12K in Q4 2013.
  • 170 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.