AWMS
APU

Advocacy Wealth Management Services’s AmeriGas Partners, L.P. APU Stock Holding History

Advocacy Wealth Management Services’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
-500
Closed -$17K – 190
2019
Q2 		$17K Hold
500
– – 0.01% 108
2019
Q1 		$16K Sell
500
-100
-17% -$2.92K 0.02% 94
2018
Q4 		$15K Hold
600
– – 0.01% 100
2018
Q3 		$24K Hold
600
– – 0.01% 78
2018
Q2 		$25K Hold
600
– – 0.02% 71
2018
Q1 		$24K Hold
600
– – 0.02% 75
2017
Q4 		$28K Sell
600
-1,000
-63% -$45K 0.02% 81
2017
Q3 		$72K Sell
1,600
-100
-6% -$4.41K 0.03% 53
2017
Q2 		$77K Hold
1,700
– – 0.03% 57
2017
Q1 		$80K Buy
1,700
+500
+42% +$23.6K 0.03% 56
2016
Q4 		$58K Sell
1,200
-100
-8% -$4.58K 0.02% 68
2016
Q3 		$59K Sell
1,300
-6,217
-83% -$291K 0.02% 103
2016
Q2 		$351K Sell
7,517
-3,050
-29% -$134K 0.18% 48
2016
Q1 		$459K Sell
10,567
-6,278
-37% -$249K 0.32% 52
2015
Q4 		$583K Buy
+16,845
New +$665K 0.66% 44
2013
Q3 		$219K Sell
5,075
-1,100
-18% -$48.9K 0.6% 35
2013
Q2 		$305K Buy
+6,175
New +$284K 1.22% 22

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 $488M AUM 17.59% 1-Year Est. Return

Advocacy Wealth Management Services's APU Position: Q3 2019 in Review

Advocacy Wealth Management Services sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 500 shares — an estimated $17K sold.

Advocacy Wealth Management Services first reported a position in APU in Q2 2013 and held it in 17 quarters. The position peaked at $583K in Q4 2015. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Advocacy Wealth Management Services reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 500 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $17K.
  • Advocacy Wealth Management Services first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 17 quarters.
  • Advocacy Wealth Management Services's AmeriGas Partners, L.P. position peaked at $583K in Q4 2015.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2019, filed 2 Oct 2019.