Sigma Planning Corp’s AmeriGas Partners, L.P. APU Stock Holding History

Sigma Planning Corp’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 Q4	–	Sell	-7,141	Closed	-$297K	–	756
2015 Q3	$297K	Buy	+7,141	New	+$319K	0.05%	436
2015 Q2	–	Sell	-7,905	Closed	-$377K	–	791
2015 Q1	$377K	Sell	7,905 -488	-6%	-$24.2K	0.05%	450
2014 Q4	$402K	Buy	+8,393	New	+$388K	0.05%	393

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

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

HFA

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Sigma Planning Corp's APU Position: Q4 2015 in Review

Sigma Planning Corp sold out of AmeriGas Partners, L.P. (APU) in Q4 2015, closing a stake of 7,141 shares — an estimated $297K sold.

Sigma Planning Corp first reported a position in APU in Q4 2014 and held it in 3 quarters. The position peaked at $402K in Q4 2014. 217 funds tracked by Wall St. Rank hold APU as of Q4 2015.

Sigma Planning Corp reported no remaining AmeriGas Partners, L.P. position as of Q4 2015 after selling out during the quarter.
Sigma Planning Corp sold 7,141 AmeriGas Partners, L.P. shares in Q4 2015, an estimated $297K.
Sigma Planning Corp first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 3 quarters.
Sigma Planning Corp's AmeriGas Partners, L.P. position peaked at $402K in Q4 2014.
217 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2015.

Based on Sigma Planning Corp's 13F filing for Q4 2015, filed 20 Jan 2016.