Welch Capital Partners’s CrossAmerica Partners CAPL Stock Holding History

Welch Capital Partners’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-53,583	Closed	-$1.1M	–	34
2018 Q1	$1.1M	Sell	53,583 -31,945	-37%	-$738K	0.38%	31
2017 Q4	$2.03M	Sell	85,528 -14,343	-14%	-$359K	0.72%	35
2017 Q3	$2.72M	Hold	99,871	–	–	0.92%	38
2017 Q2	$2.55M	Buy	99,871 +40,246	+67%	+$1.01M	0.84%	37
2017 Q1	$1.56M	Sell	59,625 -49,547	-45%	-$1.29M	0.52%	36
2016 Q4	$2.75M	Sell	109,172 -13,025	-11%	-$336K	0.93%	35
2016 Q3	$3.1M	Buy	+122,197	New	+$3.04M	1.01%	36

Other funds holding CAPL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Welch Capital Partners's CAPL Position: Q2 2018 in Review

Welch Capital Partners sold out of CrossAmerica Partners (CAPL) in Q2 2018, closing a stake of 53,583 shares — an estimated $1.1M sold.

Welch Capital Partners first reported a position in CAPL in Q3 2016 and held it in 7 quarters. The position peaked at $3.1M in Q3 2016. 47 funds tracked by Wall St. Rank hold CAPL as of Q2 2018.

Welch Capital Partners reported no remaining CrossAmerica Partners position as of Q2 2018 after selling out during the quarter.
Welch Capital Partners sold 53,583 CrossAmerica Partners shares in Q2 2018, an estimated $1.1M.
Welch Capital Partners first reported a position in CrossAmerica Partners in Q3 2016 and held it in 7 quarters.
Welch Capital Partners's CrossAmerica Partners position peaked at $3.1M in Q3 2016.
47 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2018.

Based on Welch Capital Partners's 13F filing for Q2 2018, filed 1 Aug 2018.