1IA
APU

1834 Investment Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

1834 Investment 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
2019
Q3 		– Sell
-90
Closed -$3K – 510
2019
Q2 		$3K Hold
90
– – ﹤0.01% 414
2019
Q1 		$3K Sell
90
-750
-89% -$21.9K ﹤0.01% 390
2018
Q4 		$21K Sell
840
-1,900
-69% -$66K ﹤0.01% 321
2018
Q3 		$108K Buy
2,740
+1,350
+97% +$55.3K 0.02% 231
2018
Q2 		$59K Hold
1,390
– – 0.01% 264
2018
Q1 		$56K Sell
1,390
-1,200
-46% -$53.2K 0.01% 262
2017
Q4 		$120K Buy
+2,590
New +$117K 0.02% 222
2015
Q3 		– Sell
-4,900
Closed -$224K – 205
2015
Q2 		$224K Hold
4,900
– – 0.06% 145
2015
Q1 		$234K Buy
4,900
+700
+17% +$34.6K 0.06% 150
2014
Q4 		$201K Buy
+4,200
New +$194K 0.06% 153

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

1834 Investment Advisors's APU Position: Q3 2019 in Review

1834 Investment Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 90 shares — an estimated $3K sold.

1834 Investment Advisors first reported a position in APU in Q4 2014 and held it in 10 quarters. The position peaked at $234K in Q1 2015. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • 1834 Investment Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 90 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $3K.
  • 1834 Investment Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 10 quarters.
  • 1834 Investment Advisors's AmeriGas Partners, L.P. position peaked at $234K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on 1834 Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.