AGF Investments LLC’s AmeriGas Partners, L.P. APU Stock Holding History

AGF Investments LLC’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	-1,338	Closed	-$41K	–	720
2019 Q1	$41K	Buy	1,338 +456	+52%	+$13.3K	0.01%	376
2018 Q4	$22K	Buy	882 +294	+50%	+$10.2K	﹤0.01%	529
2018 Q3	$23K	Buy	588 +62	+12%	+$2.54K	﹤0.01%	577
2018 Q2	$22	Hold	526	–	–	﹤0.01%	612
2018 Q1	$22K	Sell	526 -1,578	-75%	-$70K	﹤0.01%	460
2017 Q4	$99K	Sell	2,104 -353	-14%	-$15.9K	0.02%	189
2017 Q3	$111K	Sell	2,457 -9	-0.4%	-$397	0.02%	201
2017 Q2	$114K	Buy	2,466 +1,665	+208%	+$74.7K	0.03%	210
2017 Q1	$38K	Sell	801 -251	-24%	-$11.9K	0.01%	260
2016 Q4	$50K	Buy	+1,052	New	+$48.2K	0.01%	273

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

AGF Investments LLC's APU Position: Q2 2019 in Review

AGF Investments LLC sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 1,338 shares — an estimated $41K sold.

AGF Investments LLC first reported a position in APU in Q4 2016 and held it in 10 quarters. The position peaked at $114K in Q2 2017. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

AGF Investments LLC reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
AGF Investments LLC sold 1,338 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $41K.
AGF Investments LLC first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 10 quarters.
AGF Investments LLC's AmeriGas Partners, L.P. position peaked at $114K in Q2 2017.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on AGF Investments LLC's 13F filing for Q2 2019, filed 30 Jul 2019.