AG
APU

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

Advisor 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
2019
Q3 		– Sell
-54,201
Closed -$1.89M – 5576
2019
Q2 		$1.89M Sell
54,201
-5,873
-10% -$206K 0.01% 780
2019
Q1 		$1.85M Buy
60,074
+11,107
+23% +$325K 0.02% 749
2018
Q4 		$1.24M Buy
48,967
+4,642
+10% +$161K 0.01% 842
2018
Q3 		$1.75M Buy
44,325
+26,148
+144% +$1.07M 0.02% 705
2018
Q2 		$766K Sell
18,177
-1,365
-7% -$56.8K 0.01% 1024
2018
Q1 		$781K Sell
19,542
-7,358
-27% -$326K 0.01% 1016
2017
Q4 		$1.24M Buy
26,900
+2,023
+8% +$91.1K 0.02% 763
2017
Q3 		$1.12M Sell
24,877
-299
-1% -$13.2K 0.02% 740
2017
Q2 		$1.14M Buy
25,176
+7,365
+41% +$331K 0.02% 689
2017
Q1 		$838K Buy
17,811
+405
+2% +$19.1K 0.02% 799
2016
Q4 		$835K Sell
17,406
-3,023
-15% -$138K 0.02% 736
2016
Q3 		$933K Sell
20,429
-9,440
-32% -$441K 0.02% 657
2016
Q2 		$1.39M Buy
+29,869
New +$1.31M 0.04% 487

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.06B AUM 19.66% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Advisor Group's APU Position: Q3 2019 in Review

Advisor Group sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 54,201 shares — an estimated $1.89M sold.

Advisor Group first reported a position in APU in Q2 2016 and held it in 13 quarters. The position peaked at $1.89M in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Advisor Group reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 54,201 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $1.89M.
  • Advisor Group first reported a position in AmeriGas Partners, L.P. in Q2 2016 and held it in 13 quarters.
  • Advisor Group's AmeriGas Partners, L.P. position peaked at $1.89M in Q2 2019.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.