American Portfolios Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

American Portfolios Advisors’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	-2,496	Closed	-$87K	–	2940
2019 Q2	$87K	Sell	2,496 -1,990	-44%	-$69.7K	0.01%	1048
2019 Q1	$138K	Buy	4,486 +847	+23%	+$24.8K	0.01%	755
2018 Q4	$92.1K	Sell	3,639 -1,879	-34%	-$65.3K	0.01%	755
2018 Q3	$218K	Buy	5,518 +1,679	+44%	+$68.8K	0.03%	548
2018 Q2	$162K	Buy	3,839 +11	+0.3%	+$458	0.02%	638
2018 Q1	$153K	Buy	3,828 +11	+0.3%	+$488	0.02%	617
2017 Q4	$176K	Buy	+3,817	New	+$172K	0.03%	545

Other funds holding APU

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

American Portfolios Advisors's APU Position: Q3 2019 in Review

American Portfolios Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 2,496 shares — an estimated $87K sold.

American Portfolios Advisors first reported a position in APU in Q4 2017 and held it in 7 quarters. The position peaked at $218K in Q3 2018. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

American Portfolios Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
American Portfolios Advisors sold 2,496 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $87K.
American Portfolios Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2017 and held it in 7 quarters.
American Portfolios Advisors's AmeriGas Partners, L.P. position peaked at $218K in Q3 2018.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on American Portfolios Advisors's 13F filing for Q3 2019, filed 24 Mar 2023.