Truist Financial
APU

Truist Financial’s AmeriGas Partners, L.P. APU Stock Holding History

Truist Financial’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
Q1 		– Sell
-4,786
Closed -$229K – 857
2016
Q4 		$229K Hold
4,786
– – ﹤0.01% 763
2016
Q3 		$218K Buy
+4,786
New +$224K ﹤0.01% 769

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Truist Financial's APU Position: Q1 2017 in Review

Truist Financial sold out of AmeriGas Partners, L.P. (APU) in Q1 2017, closing a stake of 4,786 shares — an estimated $229K sold.

Truist Financial first reported a position in APU in Q3 2016 and held it in 2 quarters. The position peaked at $229K in Q4 2016. 232 funds tracked by Wall St. Rank hold APU as of Q1 2017.

  • Truist Financial reported no remaining AmeriGas Partners, L.P. position as of Q1 2017 after selling out during the quarter.
  • Truist Financial sold 4,786 AmeriGas Partners, L.P. shares in Q1 2017, an estimated $229K.
  • Truist Financial first reported a position in AmeriGas Partners, L.P. in Q3 2016 and held it in 2 quarters.
  • Truist Financial's AmeriGas Partners, L.P. position peaked at $229K in Q4 2016.
  • 232 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2017.

Based on Truist Financial's 13F filing for Q1 2017, filed 28 Apr 2017.