WP
APU

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

WealthPLAN Partners’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
Q3 		– Sell
-132
Closed -$3.08K – 1103
2016
Q2 		$3.08K Buy
+132
New +$5.79K ﹤0.01% 2128

Other funds holding APU

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

WealthPLAN Partners's APU Position: Q3 2016 in Review

WealthPLAN Partners sold out of AmeriGas Partners, L.P. (APU) in Q3 2016, closing a stake of 132 shares — an estimated $3.08K sold.

WealthPLAN Partners first reported a position in APU in Q2 2016 and held it in 1 quarter. The position peaked at $3.08K in Q2 2016. 219 funds tracked by Wall St. Rank hold APU as of Q3 2016.

  • WealthPLAN Partners reported no remaining AmeriGas Partners, L.P. position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 132 AmeriGas Partners, L.P. shares in Q3 2016, an estimated $3.08K.
  • WealthPLAN Partners first reported a position in AmeriGas Partners, L.P. in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's AmeriGas Partners, L.P. position peaked at $3.08K in Q2 2016.
  • 219 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.