WCM
APU

Windsor Capital Management’s AmeriGas Partners, L.P. APU Stock Holding History

Windsor Capital Management’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
-300
Closed -$12K – 497
2015
Q3 		$12K Buy
+300
New +$13.4K 0.01% 320
2014
Q1 		– Sell
-1,955
Closed -$87K – 335
2013
Q4 		$87K Buy
1,955
+455
+30% +$19.8K 0.05% 132
2013
Q3 		$65K Hold
1,500
– – 0.04% 150
2013
Q2 		$74K Buy
+1,500
New +$69K 0.04% 136

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

Windsor Capital Management's APU Position: Q4 2015 in Review

Windsor Capital Management sold out of AmeriGas Partners, L.P. (APU) in Q4 2015, closing a stake of 300 shares — an estimated $12K sold.

Windsor Capital Management first reported a position in APU in Q2 2013 and held it in 4 quarters. The position peaked at $87K in Q4 2013. 217 funds tracked by Wall St. Rank hold APU as of Q4 2015.

  • Windsor Capital Management reported no remaining AmeriGas Partners, L.P. position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 300 AmeriGas Partners, L.P. shares in Q4 2015, an estimated $12K.
  • Windsor Capital Management first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's AmeriGas Partners, L.P. position peaked at $87K in Q4 2013.
  • 217 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.