Avantax Planning Partners’s AmeriGas Partners, L.P. APU Stock Holding History

Avantax Planning 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	-1,102	Closed	-$44K	–	1410
2018 Q3	$44K	Buy	+1,102	New	+$45.2K	﹤0.01%	518
2018 Q2	–	Sell	-1,255	Closed	-$50K	–	1764
2018 Q1	$50K	Buy	+1,255	New	+$55.7K	﹤0.01%	528

Other funds holding APU

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 New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avantax Planning Partners's APU Position: Q4 2018 in Review

Avantax Planning Partners sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 1,102 shares — an estimated $44K sold.

Avantax Planning Partners first reported a position in APU in Q1 2018 and held it in 2 quarters. The position peaked at $50K in Q1 2018. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

Avantax Planning Partners reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,102 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $44K.
Avantax Planning Partners first reported a position in AmeriGas Partners, L.P. in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's AmeriGas Partners, L.P. position peaked at $50K in Q1 2018.
212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.