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

Wedgewood Investors’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
2018 Q1	–	Sell	-4,700	Closed	-$217K	–	134
2017 Q4	$217K	Hold	4,700	–	–	0.18%	113
2017 Q3	$211K	Hold	4,700	–	–	0.18%	114
2017 Q2	$212K	Hold	4,700	–	–	0.18%	111
2017 Q1	$221K	Hold	4,700	–	–	0.19%	107
2016 Q4	$225K	Buy	+4,700	New	+$215K	0.21%	102

Other funds holding APU

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Wedgewood Investors's APU Position: Q1 2018 in Review

Wedgewood Investors sold out of AmeriGas Partners, L.P. (APU) in Q1 2018, closing a stake of 4,700 shares — an estimated $217K sold.

Wedgewood Investors first reported a position in APU in Q4 2016 and held it in 5 quarters. The position peaked at $225K in Q4 2016. 237 funds tracked by Wall St. Rank hold APU as of Q1 2018.

Wedgewood Investors reported no remaining AmeriGas Partners, L.P. position as of Q1 2018 after selling out during the quarter.
Wedgewood Investors sold 4,700 AmeriGas Partners, L.P. shares in Q1 2018, an estimated $217K.
Wedgewood Investors first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 5 quarters.
Wedgewood Investors's AmeriGas Partners, L.P. position peaked at $225K in Q4 2016.
237 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2018.

Based on Wedgewood Investors's 13F filing for Q1 2018, filed 27 Apr 2018.