AIP
APU

ARS Investment Partners’s AmeriGas Partners, L.P. APU Stock Holding History

ARS Investment Partners’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
2018
Q4 		– Sell
-19,600
Closed -$774K – 123
2018
Q3 		$774K Hold
19,600
– – 0.12% 94
2018
Q2 		$828K Sell
19,600
-250
-1% -$10.4K 0.13% 87
2018
Q1 		$793K Sell
19,850
-2,500
-11% -$111K 0.1% 114
2017
Q4 		$1.03M Hold
22,350
– – 0.12% 111
2017
Q3 		$1M Hold
22,350
– – 0.13% 106
2017
Q2 		$1.01M Hold
22,350
– – 0.14% 105
2017
Q1 		$1.05M Hold
22,350
– – 0.15% 99
2016
Q4 		$1.07M Buy
22,350
+800
+4% +$36.6K 0.16% 98
2016
Q3 		$984K Hold
21,550
– – 0.22% 71
2016
Q2 		$1.01M Sell
21,550
-1,150
-5% -$50.4K 0.23% 71
2016
Q1 		$987K Buy
+22,700
New +$900K 0.23% 68
2015
Q4 		– Sell
-149,132
Closed -$6.19M – 88
2015
Q3 		$6.19M Sell
149,132
-3,128
-2% -$140K 1.42% 33
2015
Q2 		$6.96M Sell
152,260
-3,475
-2% -$167K 1.27% 35
2015
Q1 		$7.43M Sell
155,735
-2,339
-1% -$116K 1.38% 32
2014
Q4 		$7.58M Sell
158,074
-600
-0.4% -$27.7K 1.29% 36
2014
Q3 		$7.24M Sell
158,674
-665
-0.4% -$30.3K 1.1% 34
2014
Q2 		$7.23M Sell
159,339
-4,680
-3% -$214K 1.12% 32
2014
Q1 		$6.93M Sell
164,019
-13,747
-8% -$584K 1.22% 30
2013
Q4 		$7.92M Sell
177,766
-8,700
-5% -$379K 1.33% 26
2013
Q3 		$8.03M Sell
186,466
-3,283
-2% -$146K 1.37% 27
2013
Q2 		$9.38M Buy
+189,749
New +$8.73M 1.65% 22

Other funds holding APU

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ARS Investment Partners's APU Position: Q4 2018 in Review

ARS Investment Partners sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 19,600 shares — an estimated $774K sold.

ARS Investment Partners first reported a position in APU in Q2 2013 and held it in 21 quarters. The position peaked at $9.38M in Q2 2013. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

  • ARS Investment Partners reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • ARS Investment Partners sold 19,600 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $774K.
  • ARS Investment Partners first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 21 quarters.
  • ARS Investment Partners's AmeriGas Partners, L.P. position peaked at $9.38M in Q2 2013.
  • 212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on ARS Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.