WPC
APU

Waters Parkerson & Co’s AmeriGas Partners, L.P. APU Stock Holding History

Waters Parkerson & Co’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
-5,269
Closed -$252K – 174
2016
Q4 		$252K Buy
+5,269
New +$241K 0.03% 143

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

Waters Parkerson & Co's APU Position: Q1 2017 in Review

Waters Parkerson & Co sold out of AmeriGas Partners, L.P. (APU) in Q1 2017, closing a stake of 5,269 shares — an estimated $252K sold.

Waters Parkerson & Co first reported a position in APU in Q4 2016 and held it in 1 quarter. The position peaked at $252K in Q4 2016. 232 funds tracked by Wall St. Rank hold APU as of Q1 2017.

  • Waters Parkerson & Co reported no remaining AmeriGas Partners, L.P. position as of Q1 2017 after selling out during the quarter.
  • Waters Parkerson & Co sold 5,269 AmeriGas Partners, L.P. shares in Q1 2017, an estimated $252K.
  • Waters Parkerson & Co first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 1 quarter.
  • Waters Parkerson & Co's AmeriGas Partners, L.P. position peaked at $252K in Q4 2016.
  • 232 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2017.

Based on Waters Parkerson & Co's 13F filing for Q1 2017, filed 15 May 2017.