Sargent Bickham Lagudis’s AmeriGas Partners, L.P. APU Stock Holding History

Sargent Bickham Lagudis’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
2017 Q4	–	Sell	-300	Closed	-$13K	–	851
2017 Q3	$13K	Buy	+300	New	+$13.2K	﹤0.01%	572
2016 Q3	–	Sell	-200	Closed	-$9K	–	792
2016 Q2	$9K	Sell	200 -947	-83%	-$41.5K	﹤0.01%	562
2016 Q1	$50K	Buy	+1,147	New	+$45.5K	0.01%	356

Other funds holding APU

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Sargent Bickham Lagudis's APU Position: Q4 2017 in Review

Sargent Bickham Lagudis sold out of AmeriGas Partners, L.P. (APU) in Q4 2017, closing a stake of 300 shares — an estimated $13K sold.

Sargent Bickham Lagudis first reported a position in APU in Q1 2016 and held it in 3 quarters. The position peaked at $50K in Q1 2016. 239 funds tracked by Wall St. Rank hold APU as of Q4 2017.

Sargent Bickham Lagudis reported no remaining AmeriGas Partners, L.P. position as of Q4 2017 after selling out during the quarter.
Sargent Bickham Lagudis sold 300 AmeriGas Partners, L.P. shares in Q4 2017, an estimated $13K.
Sargent Bickham Lagudis first reported a position in AmeriGas Partners, L.P. in Q1 2016 and held it in 3 quarters.
Sargent Bickham Lagudis's AmeriGas Partners, L.P. position peaked at $50K in Q1 2016.
239 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2017, filed 13 Sep 2021.