RCG
APU

Ruggie Capital Group’s AmeriGas Partners, L.P. APU Stock Holding History

Ruggie Capital Group’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
Q2 		– Sell
-530
Closed -$25K – 400
2015
Q1 		$25K Buy
+530
New +$26.2K 0.03% 99

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
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Ruggie Capital Group's APU Position: Q2 2015 in Review

Ruggie Capital Group sold out of AmeriGas Partners, L.P. (APU) in Q2 2015, closing a stake of 530 shares — an estimated $25K sold.

Ruggie Capital Group first reported a position in APU in Q1 2015 and held it in 1 quarter. The position peaked at $25K in Q1 2015. 202 funds tracked by Wall St. Rank hold APU as of Q2 2015.

  • Ruggie Capital Group reported no remaining AmeriGas Partners, L.P. position as of Q2 2015 after selling out during the quarter.
  • Ruggie Capital Group sold 530 AmeriGas Partners, L.P. shares in Q2 2015, an estimated $25K.
  • Ruggie Capital Group first reported a position in AmeriGas Partners, L.P. in Q1 2015 and held it in 1 quarter.
  • Ruggie Capital Group's AmeriGas Partners, L.P. position peaked at $25K in Q1 2015.
  • 202 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2015.

Based on Ruggie Capital Group's 13F filing for Q2 2015, filed 14 Aug 2015.