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

Sheaff Brock 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
2017 Q4	–	Sell	-7,957	Closed	-$358K	–	588
2017 Q3	$358K	Buy	+7,957	New	+$351K	0.05%	318
2017 Q1	–	Sell	-9,446	Closed	-$453K	–	656
2016 Q4	$453K	Buy	9,446 +500	+6%	+$22.9K	0.06%	297
2016 Q3	$408K	Hold	8,946	–	–	0.05%	299
2016 Q2	$418K	Sell	8,946 -320	-3%	-$14K	0.05%	309
2016 Q1	$403K	Hold	9,266	–	–	0.05%	324
2015 Q4	$318K	Buy	+9,266	New	+$366K	0.04%	395

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

Sheaff Brock Investment Advisors's APU Position: Q4 2017 in Review

Sheaff Brock Investment Advisors sold out of AmeriGas Partners, L.P. (APU) in Q4 2017, closing a stake of 7,957 shares — an estimated $358K sold.

Sheaff Brock Investment Advisors first reported a position in APU in Q4 2015 and held it in 6 quarters. The position peaked at $453K in Q4 2016. 239 funds tracked by Wall St. Rank hold APU as of Q4 2017.

Sheaff Brock Investment Advisors reported no remaining AmeriGas Partners, L.P. position as of Q4 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 7,957 AmeriGas Partners, L.P. shares in Q4 2017, an estimated $358K.
Sheaff Brock Investment Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2015 and held it in 6 quarters.
Sheaff Brock Investment Advisors's AmeriGas Partners, L.P. position peaked at $453K in Q4 2016.
239 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.