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

Advisors Management 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 Q2	–	Sell	-155,603	Closed	-$4.8M	–	91
2019 Q1	$4.8M	Buy	155,603 +3,314	+2%	+$96.9K	2.15%	18
2018 Q4	$3.85M	Sell	152,289 -2,377	-2%	-$82.6K	2.03%	19
2018 Q3	$6.11M	Buy	154,666 +393	+0.3%	+$16.1K	2.81%	7
2018 Q2	$6.51M	Buy	154,273 +5,285	+4%	+$220K	3.1%	5
2018 Q1	$5.97M	Sell	148,988 -2,177	-1%	-$96.6K	3.06%	6
2017 Q4	$6.99M	Buy	151,165 +1,229	+0.8%	+$55.3K	3.58%	4
2017 Q3	$6.74M	Buy	149,936 +5,733	+4%	+$253K	3.57%	4
2017 Q2	$6.51M	Buy	144,203 +55,554	+63%	+$2.49M	3.6%	2
2017 Q1	$4.17M	Buy	88,649 +2,833	+3%	+$134K	2.64%	13
2016 Q4	$4.11M	Sell	85,816 -2,287	-3%	-$105K	2.79%	12
2016 Q3	$4.02M	Sell	88,103 -311	-0.4%	-$14.5K	2.68%	14
2016 Q2	$4.13M	Sell	88,414 -57	-0.1%	-$2.5K	2.88%	10
2016 Q1	$3.85M	Buy	88,471 +892	+1%	+$35.4K	2.8%	10
2015 Q4	$3M	Buy	+87,579	New	+$3.46M	2.46%	12

Other funds holding APU

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisors Management Group's APU Position: Q2 2019 in Review

Advisors Management Group sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 155,603 shares — an estimated $4.8M sold.

Advisors Management Group first reported a position in APU in Q4 2015 and held it in 14 quarters. The position peaked at $6.99M in Q4 2017. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Advisors Management Group reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Advisors Management Group sold 155,603 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $4.8M.
Advisors Management Group first reported a position in AmeriGas Partners, L.P. in Q4 2015 and held it in 14 quarters.
Advisors Management Group's AmeriGas Partners, L.P. position peaked at $6.99M in Q4 2017.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Advisors Management Group's 13F filing for Q2 2019, filed 14 Aug 2019.