SMA
APU

Simply Money Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Simply Money 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
-100
Closed -$4K – 92
2013
Q4 		$4K Buy
+100
New +$4.35K ﹤0.01% 50

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

Simply Money Advisors's APU Position: Q1 2014 in Review

Simply Money Advisors sold out of AmeriGas Partners, L.P. (APU) in Q1 2014, closing a stake of 100 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in APU in Q4 2013 and held it in 1 quarter. The position peaked at $4K in Q4 2013. 170 funds tracked by Wall St. Rank hold APU as of Q1 2014.

  • Simply Money Advisors reported no remaining AmeriGas Partners, L.P. position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 100 AmeriGas Partners, L.P. shares in Q1 2014, an estimated $4K.
  • Simply Money Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2013 and held it in 1 quarter.
  • Simply Money Advisors's AmeriGas Partners, L.P. position peaked at $4K in Q4 2013.
  • 170 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.