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

Advisory Research’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	-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	$3.92M	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%	-$2.19M	0.04%	149
2015 Q3	$5.79M	Sell	139,549 -32,051	-19%	-$1.43M	0.08%	153
2015 Q2	$7.84M	Sell	171,600 -16,000	-9%	-$770K	0.09%	160
2015 Q1	$8.96M	Buy	187,600 +930	+0.5%	+$46K	0.1%	156
2014 Q4	$8.95M	Sell	186,670 -77,830	-29%	-$3.6M	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	+$850K	0.01%	260

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

Advisory Research's APU Position: Q2 2019 in Review

Advisory Research sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 84,049 shares — an estimated $2.6M sold.

Advisory Research first reported a position in APU in Q1 2014 and held it in 21 quarters. The position peaked at $13.4M in Q2 2014. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Advisory Research reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Advisory Research sold 84,049 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $2.6M.
Advisory Research first reported a position in AmeriGas Partners, L.P. in Q1 2014 and held it in 21 quarters.
Advisory Research's AmeriGas Partners, L.P. position peaked at $13.4M in Q2 2014.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Advisory Research's 13F filing for Q2 2019, filed 14 Aug 2019.