AWM
APU

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

Aevitas 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
2018
Q3 		– Sell
-500
Closed -$21K – 459
2018
Q2 		$21K Sell
500
-707
-59% -$29.4K 0.02% 277
2018
Q1 		$48K Sell
1,207
-696
-37% -$30.9K 0.05% 183
2017
Q4 		$88K Buy
+1,903
New +$85.7K 0.08% 142

Other funds holding APU

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aevitas Wealth Management's APU Position: Q3 2018 in Review

Aevitas Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2018, closing a stake of 500 shares — an estimated $21K sold.

Aevitas Wealth Management first reported a position in APU in Q4 2017 and held it in 3 quarters. The position peaked at $88K in Q4 2017. 233 funds tracked by Wall St. Rank hold APU as of Q3 2018.

  • Aevitas Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 500 AmeriGas Partners, L.P. shares in Q3 2018, an estimated $21K.
  • Aevitas Wealth Management first reported a position in AmeriGas Partners, L.P. in Q4 2017 and held it in 3 quarters.
  • Aevitas Wealth Management's AmeriGas Partners, L.P. position peaked at $88K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2018.

Based on Aevitas Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.