Advisory Research’s AmeriGas Partners, L.P. APU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-84,049
Closed -$2.6M 396
2019
Q1
$2.6M Hold
84,049
0.05% 158
2018
Q4
$2.13M Hold
84,049
0.05% 180
2018
Q3
$3.32M Hold
84,049
0.05% 169
2018
Q2
$3.55M Hold
84,049
0.06% 174
2018
Q1
$3.36M Hold
84,049
0.06% 176
2017
Q4
$3.89M Hold
84,049
0.06% 166
2017
Q3
$3.78M Hold
84,049
0.06% 167
2017
Q2
$3.8M Hold
84,049
0.06% 173
2017
Q1
$3.96M Hold
84,049
0.06% 186
2016
Q4
$4.03M Hold
84,049
0.06% 148
2016
Q3
$3.84M Hold
84,049
0.06% 123
2016
Q2
$3.93M Hold
84,049
0.07% 122
2016
Q1
$3.65M Hold
84,049
0.07% 130
2015
Q4
$2.88M Sell
84,049
-55,500
-40% -$1.9M 0.04% 149
2015
Q3
$5.8M Sell
139,549
-32,051
-19% -$1.33M 0.08% 153
2015
Q2
$7.84M Sell
171,600
-16,000
-9% -$731K 0.09% 160
2015
Q1
$8.96M Buy
187,600
+930
+0.5% +$44.4K 0.1% 156
2014
Q4
$8.95M Sell
186,670
-77,830
-29% -$3.73M 0.09% 151
2014
Q3
$12.1M Sell
264,500
-30,000
-10% -$1.37M 0.12% 142
2014
Q2
$13.4M Buy
294,500
+274,500
+1,373% +$12.5M 0.12% 146
2014
Q1
$845K Buy
+20,000
New +$845K 0.01% 260