Wellington Management Group
APU

Wellington Management Group’s AmeriGas Partners, L.P. APU Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-13,810
Closed -$473K – 2281
2015
Q4 		$473K Buy
+13,810
New +$545K ﹤0.01% 1986

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Wellington Management Group's APU Position: Q1 2016 in Review

Wellington Management Group sold out of AmeriGas Partners, L.P. (APU) in Q1 2016, closing a stake of 13,810 shares — an estimated $473K sold.

Wellington Management Group first reported a position in APU in Q4 2015 and held it in 1 quarter. The position peaked at $473K in Q4 2015. 219 funds tracked by Wall St. Rank hold APU as of Q1 2016.

  • Wellington Management Group reported no remaining AmeriGas Partners, L.P. position as of Q1 2016 after selling out during the quarter.
  • Wellington Management Group sold 13,810 AmeriGas Partners, L.P. shares in Q1 2016, an estimated $473K.
  • Wellington Management Group first reported a position in AmeriGas Partners, L.P. in Q4 2015 and held it in 1 quarter.
  • Wellington Management Group's AmeriGas Partners, L.P. position peaked at $473K in Q4 2015.
  • 219 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2016.

Based on Wellington Management Group's 13F filing for Q1 2016, filed 13 May 2016.