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

Veritable’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
2013 Q3	–	Sell	-5,300	Closed	-$262K	–	993
2013 Q2	$262K	Buy	+5,300	New	+$244K	0.01%	770

Other funds holding APU

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

RRAM

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Veritable's APU Position: Q3 2013 in Review

Veritable sold out of AmeriGas Partners, L.P. (APU) in Q3 2013, closing a stake of 5,300 shares — an estimated $262K sold.

Veritable first reported a position in APU in Q2 2013 and held it in 1 quarter. The position peaked at $262K in Q2 2013. 150 funds tracked by Wall St. Rank hold APU as of Q3 2013.

Veritable reported no remaining AmeriGas Partners, L.P. position as of Q3 2013 after selling out during the quarter.
Veritable sold 5,300 AmeriGas Partners, L.P. shares in Q3 2013, an estimated $262K.
Veritable first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 1 quarter.
Veritable's AmeriGas Partners, L.P. position peaked at $262K in Q2 2013.
150 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2013.

Based on Veritable's 13F filing for Q3 2013, filed 13 Nov 2013.