WA
APU

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

Waverly 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
2014
Q4 		– Sell
-918
Closed -$42K – 727
2014
Q3 		$42K Hold
918
– – 0.02% 244
2014
Q2 		$42K Buy
+918
New +$41.9K 0.02% 257
2014
Q1 		– Sell
-1,100
Closed -$49K – 862
2013
Q4 		$49K Hold
1,100
– – 0.02% 334
2013
Q3 		$47K Buy
+1,100
New +$48.9K 0.02% 260

Other funds holding APU

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Waverly Advisors's APU Position: Q4 2014 in Review

Waverly Advisors sold out of AmeriGas Partners, L.P. (APU) in Q4 2014, closing a stake of 918 shares — an estimated $42K sold.

Waverly Advisors first reported a position in APU in Q3 2013 and held it in 4 quarters. The position peaked at $49K in Q4 2013. 205 funds tracked by Wall St. Rank hold APU as of Q4 2014.

  • Waverly Advisors reported no remaining AmeriGas Partners, L.P. position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 918 AmeriGas Partners, L.P. shares in Q4 2014, an estimated $42K.
  • Waverly Advisors first reported a position in AmeriGas Partners, L.P. in Q3 2013 and held it in 4 quarters.
  • Waverly Advisors's AmeriGas Partners, L.P. position peaked at $49K in Q4 2013.
  • 205 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.