TT
APU

Tiedemann Trust’s AmeriGas Partners, L.P. APU Stock Holding History

Tiedemann Trust’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 		$7.27M Sell
155,677
-42,178
-21% -$1.85M 1.34% 23
2016
Q1 		$8.6M Buy
197,855
+34,940
+21% +$1.39M 1.32% 22
2015
Q4 		$5.58M Sell
162,915
-4,558
-3% -$180K 0.81% 32
2015
Q3 		$6.96M Buy
+167,473
New +$7.48M 0.64% 27

Other funds holding APU

O
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Allianz Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiedemann Trust's APU Position: Q2 2016 in Review

Tiedemann Trust reduced its AmeriGas Partners, L.P. (APU) stake by 21% in Q2 2016, selling an estimated $1.85M and leaving 155,677 shares worth $7.27M. The position accounts for 1.34% of the portfolio, ranked #23.

Tiedemann Trust first reported a position in APU in Q3 2015 and has held it in 4 quarters since. The position peaked at $8.6M in Q1 2016. 223 funds tracked by Wall St. Rank hold APU as of Q2 2016.

  • Tiedemann Trust held 155,677 shares of AmeriGas Partners, L.P. worth $7.27M as of Q2 2016.
  • Tiedemann Trust sold 42,178 AmeriGas Partners, L.P. shares in Q2 2016, an estimated $1.85M.
  • AmeriGas Partners, L.P. made up 1.34% of Tiedemann Trust's portfolio in Q2 2016, its #23 holding.
  • Tiedemann Trust first reported a position in AmeriGas Partners, L.P. in Q3 2015 and has held it in 4 quarters since.
  • Tiedemann Trust's AmeriGas Partners, L.P. position peaked at $8.6M in Q1 2016.
  • 223 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.