ACS
APU

Archford Capital Strategies’s AmeriGas Partners, L.P. APU Stock Holding History

Archford Capital Strategies’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
-1,990
Closed -$69K – 564
2019
Q2 		$69K Hold
1,990
– – 0.03% 261
2019
Q1 		$61K Hold
1,990
– – 0.02% 267
2018
Q4 		$50K Sell
1,990
-525
-21% -$18.2K 0.02% 263
2018
Q3 		$99K Sell
2,515
-1,320
-34% -$54.1K 0.04% 249
2018
Q2 		$162K Sell
3,835
-280
-7% -$11.7K 0.06% 216
2018
Q1 		$190K Buy
+4,115
New +$183K 0.08% 112
2017
Q2 		– Sell
-3,295
Closed -$155K – 690
2017
Q1 		$155K Buy
+3,295
New +$156K 0.06% 207
2016
Q4 		– Sell
-2,895
Closed -$132K – 782
2016
Q3 		$132K Hold
2,895
– – 0.05% 202
2016
Q2 		$135K Buy
+2,895
New +$127K 0.07% 176
2016
Q1 		– Sell
-558
Closed -$20K – 676
2015
Q4 		$20K Sell
558
-2,285
-80% -$90.2K 0.01% 374
2015
Q3 		$118K Buy
2,843
+226
+9% +$10.1K 0.09% 141
2015
Q2 		$120K Sell
2,617
-1,048
-29% -$50.4K 0.09% 141
2015
Q1 		$175K Buy
3,665
+229
+7% +$11.3K 0.12% 123
2014
Q4 		$165K Buy
3,436
+962
+39% +$44.5K 0.12% 126
2014
Q3 		$113K Buy
2,474
+862
+53% +$39.3K 0.09% 149
2014
Q2 		$73.2K Buy
1,612
+476
+42% +$21.7K 0.06% 174
2014
Q1 		$48K Buy
+1,136
New +$48.3K 0.04% 219

Other funds holding APU

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

Archford Capital Strategies's APU Position: Q3 2019 in Review

Archford Capital Strategies sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 1,990 shares — an estimated $69K sold.

Archford Capital Strategies first reported a position in APU in Q1 2014 and held it in 17 quarters. The position peaked at $190K in Q1 2018. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Archford Capital Strategies reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 1,990 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $69K.
  • Archford Capital Strategies first reported a position in AmeriGas Partners, L.P. in Q1 2014 and held it in 17 quarters.
  • Archford Capital Strategies's AmeriGas Partners, L.P. position peaked at $190K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.