Alpha Cubed Investments’s AmeriGas Partners, L.P. APU Stock Holding History

Alpha Cubed Investments’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	-10,041	Closed	-$310K	–	273
2019 Q1	$310K	Buy	10,041 +300	+3%	+$8.78K	0.04%	172
2018 Q4	$246K	Hold	9,741	–	–	0.04%	175
2018 Q3	$385K	Sell	9,741 -6,993	-42%	-$287K	0.04%	197
2018 Q2	$707K	Buy	16,734 +200	+1%	+$8.32K	0.09%	101
2018 Q1	$661K	Hold	16,534	–	–	0.09%	107
2017 Q4	$764K	Buy	16,534 +1,031	+7%	+$46.4K	0.1%	107
2017 Q3	$697K	Buy	+15,503	New	+$684K	0.1%	106
2015 Q4	–	Sell	-7,585	Closed	-$323K	–	194
2015 Q3	$323K	Buy	+7,585	New	+$339K	0.08%	145

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

Alpha Cubed Investments's APU Position: Q2 2019 in Review

Alpha Cubed Investments sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 10,041 shares — an estimated $310K sold.

Alpha Cubed Investments first reported a position in APU in Q3 2015 and held it in 8 quarters. The position peaked at $764K in Q4 2017. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Alpha Cubed Investments reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Alpha Cubed Investments sold 10,041 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $310K.
Alpha Cubed Investments first reported a position in AmeriGas Partners, L.P. in Q3 2015 and held it in 8 quarters.
Alpha Cubed Investments's AmeriGas Partners, L.P. position peaked at $764K in Q4 2017.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Alpha Cubed Investments's 13F filing for Q2 2019, filed 19 Jul 2019.