TCI Wealth Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

TCI Wealth 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
2016 Q2	–	Sell	-21	Closed	-$1K	–	1430
2016 Q1	$1K	Buy	+21	New	+$833	﹤0.01%	1235
2014 Q4	–	Sell	-300	Closed	-$14K	–	947
2014 Q3	$14K	Hold	300	–	–	0.01%	390
2014 Q2	$14K	Buy	+300	New	+$13.7K	0.01%	412

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

MHI

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

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

TCI Wealth Advisors's APU Position: Q2 2016 in Review

TCI Wealth Advisors sold out of AmeriGas Partners, L.P. (APU) in Q2 2016, closing a stake of 21 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in APU in Q2 2014 and held it in 3 quarters. The position peaked at $14K in Q3 2014. 223 funds tracked by Wall St. Rank hold APU as of Q2 2016.

TCI Wealth Advisors reported no remaining AmeriGas Partners, L.P. position as of Q2 2016 after selling out during the quarter.
TCI Wealth Advisors sold 21 AmeriGas Partners, L.P. shares in Q2 2016, an estimated $1K.
TCI Wealth Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2014 and held it in 3 quarters.
TCI Wealth Advisors's AmeriGas Partners, L.P. position peaked at $14K in Q3 2014.
223 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2016.

Based on TCI Wealth Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.