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

Arbor 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 Q2	–	Sell	-39,002	Closed	-$1.2M	–	249
2019 Q1	$1.2M	Sell	39,002 -1,963	-5%	-$57.4K	0.73%	38
2018 Q4	$1.04M	Sell	40,965 -13,368	-25%	-$464K	0.91%	32
2018 Q3	$2.15M	Sell	54,333 -1,000	-2%	-$41K	1.69%	23
2018 Q2	$2.22M	Buy	55,333 +4,148	+8%	+$173K	1.74%	24
2018 Q1	$2.11M	Buy	51,185 +4,242	+9%	+$188K	1.8%	23
2017 Q4	$2.17M	Buy	46,943 +660	+1%	+$29.7K	1.65%	27
2017 Q3	$2.07M	Buy	46,283 +3,423	+8%	+$151K	1.77%	25
2017 Q2	$1.87M	Buy	42,860 +23,850	+125%	+$1.07M	1.77%	24
2017 Q1	$834K	Buy	+19,010	New	+$899K	0.73%	42

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

Arbor Wealth Management's APU Position: Q2 2019 in Review

Arbor Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 39,002 shares — an estimated $1.2M sold.

Arbor Wealth Management first reported a position in APU in Q1 2017 and held it in 9 quarters. The position peaked at $2.22M in Q2 2018. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Arbor Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Arbor Wealth Management sold 39,002 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $1.2M.
Arbor Wealth Management first reported a position in AmeriGas Partners, L.P. in Q1 2017 and held it in 9 quarters.
Arbor Wealth Management's AmeriGas Partners, L.P. position peaked at $2.22M in Q2 2018.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Arbor Wealth Management's 13F filing for Q2 2019, filed 16 Jul 2019.