YWP
APU

YorkBridge Wealth Partners’s AmeriGas Partners, L.P. APU Stock Holding History

YorkBridge Wealth Partners’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 		– Sell
-25
Closed -$1K – 928
2017
Q1 		$1K Sell
25
-42
-63% -$1.99K ﹤0.01% 855
2016
Q4 		$3K Buy
+67
New +$3.07K ﹤0.01% 735

Other funds holding APU

O
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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

YorkBridge Wealth Partners's APU Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of AmeriGas Partners, L.P. (APU) in Q2 2017, closing a stake of 25 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in APU in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 234 funds tracked by Wall St. Rank hold APU as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining AmeriGas Partners, L.P. position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 25 AmeriGas Partners, L.P. shares in Q2 2017, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's AmeriGas Partners, L.P. position peaked at $3K in Q4 2016.
  • 234 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.