WA
APU

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

WFG Advisors’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
2017
Q2 		$135K Buy
2,993
+74
+3% +$3.32K 0.03% 457
2017
Q1 		$137K Sell
2,919
-328
-10% -$15.5K 0.04% 408
2016
Q4 		$156K Buy
3,247
+240
+8% +$11K 0.04% 433
2016
Q3 		$137K Buy
3,007
+250
+9% +$11.7K 0.03% 451
2016
Q2 		$129K Sell
2,757
-500
-15% -$21.9K 0.03% 442
2016
Q1 		$142K Buy
3,257
+250
+8% +$9.91K 0.04% 403
2015
Q4 		$103K Sell
3,007
-150
-5% -$5.92K 0.03% 463
2015
Q3 		$131K Sell
3,157
-1,100
-26% -$49.1K 0.04% 394
2015
Q2 		$195K Buy
4,257
+350
+9% +$16.8K 0.05% 354
2015
Q1 		$187K Sell
3,907
-1,435
-27% -$71K 0.05% 370
2014
Q4 		$256K Buy
5,342
+992
+23% +$45.8K 0.05% 365
2014
Q3 		$198K Buy
4,350
+560
+15% +$25.5K 0.04% 452
2014
Q2 		$172K Buy
3,790
+864
+30% +$39.4K 0.03% 484
2014
Q1 		$124K Sell
2,926
-127
-4% -$5.4K 0.02% 571
2013
Q4 		$136K Sell
3,053
-18
-0.6% -$783 0.02% 631
2013
Q3 		$132K Buy
3,071
+1,139
+59% +$50.6K 0.02% 612
2013
Q2 		$95K Buy
+1,932
New +$88.9K 0.02% 685

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's APU Position: Q2 2017 in Review

WFG Advisors increased its AmeriGas Partners, L.P. (APU) stake by 2.5% in Q2 2017, buying an estimated $3.32K and bringing the position to 2,993 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #457.

WFG Advisors first reported a position in APU in Q2 2013 and has held it in 17 quarters since. The position peaked at $256K in Q4 2014. 234 funds tracked by Wall St. Rank hold APU as of Q2 2017.

  • WFG Advisors held 2,993 shares of AmeriGas Partners, L.P. worth $135K as of Q2 2017.
  • WFG Advisors bought 74 AmeriGas Partners, L.P. shares in Q2 2017, an estimated $3.32K.
  • AmeriGas Partners, L.P. made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #457 holding.
  • WFG Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's AmeriGas Partners, L.P. position peaked at $256K in Q4 2014.
  • 234 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.