WS
APU

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

Wedbush Securities’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
2015
Q4 		– Sell
-6,226
Closed -$259K – 786
2015
Q3 		$259K Buy
6,226
+1,156
+23% +$51.6K 0.05% 425
2015
Q2 		$232K Buy
+5,070
New +$244K 0.04% 523
2013
Q4 		– Sell
-6,567
Closed -$283K – 624
2013
Q3 		$283K Buy
+6,567
New +$292K 0.07% 315

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Wedbush Securities's APU Position: Q4 2015 in Review

Wedbush Securities sold out of AmeriGas Partners, L.P. (APU) in Q4 2015, closing a stake of 6,226 shares — an estimated $259K sold.

Wedbush Securities first reported a position in APU in Q3 2013 and held it in 3 quarters. The position peaked at $283K in Q3 2013. 217 funds tracked by Wall St. Rank hold APU as of Q4 2015.

  • Wedbush Securities reported no remaining AmeriGas Partners, L.P. position as of Q4 2015 after selling out during the quarter.
  • Wedbush Securities sold 6,226 AmeriGas Partners, L.P. shares in Q4 2015, an estimated $259K.
  • Wedbush Securities first reported a position in AmeriGas Partners, L.P. in Q3 2013 and held it in 3 quarters.
  • Wedbush Securities's AmeriGas Partners, L.P. position peaked at $283K in Q3 2013.
  • 217 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2015.

Based on Wedbush Securities's 13F filing for Q4 2015, filed 3 Feb 2016.