AWM
APU

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

AE Wealth Management’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
-6,587
Closed -$229K – 1086
2019
Q2 		$229K Buy
+6,587
New +$231K 0.01% 854
2018
Q4 		– Sell
-11,623
Closed -$459K – 630
2018
Q3 		$459K Buy
+11,623
New +$476K 0.03% 343

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 $420M AUM 14.29% 1-Year Est. Return

AE Wealth Management's APU Position: Q3 2019 in Review

AE Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 6,587 shares — an estimated $229K sold.

AE Wealth Management first reported a position in APU in Q3 2018 and held it in 2 quarters. The position peaked at $459K in Q3 2018. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • AE Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • AE Wealth Management sold 6,587 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $229K.
  • AE Wealth Management first reported a position in AmeriGas Partners, L.P. in Q3 2018 and held it in 2 quarters.
  • AE Wealth Management's AmeriGas Partners, L.P. position peaked at $459K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on AE Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.