BWP
APU

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

Baldwin Wealth 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
2019
Q3 		– Sell
-54,260
Closed -$1.89M – 552
2019
Q2 		$1.89M Buy
54,260
+615
+1% +$21.5K 0.28% 63
2019
Q1 		$1.66M Buy
53,645
+12,813
+31% +$375K 0.25% 66
2018
Q4 		$1.03M Buy
40,832
+2,727
+7% +$94.7K 0.17% 80
2018
Q3 		$1.5M Buy
38,105
+7,166
+23% +$294K 0.21% 72
2018
Q2 		$1.31M Sell
30,939
-1,137
-4% -$47.3K 0.2% 72
2018
Q1 		$1.28M Sell
32,076
-1,096
-3% -$48.6K 0.21% 72
2017
Q4 		$1.53M Sell
33,172
-1,115
-3% -$50.2K 0.24% 71
2017
Q3 		$1.54M Sell
34,287
-1,000
-3% -$44.1K 0.25% 66
2017
Q2 		$1.59M Sell
35,287
-400
-1% -$18K 0.26% 63
2017
Q1 		$1.68M Sell
35,687
-3,882
-10% -$184K 0.28% 60
2016
Q4 		$1.9M Sell
39,569
-5,150
-12% -$236K 0.34% 50
2016
Q3 		$2.04M Buy
44,719
+15,100
+51% +$706K 0.37% 48
2016
Q2 		$1.38M Buy
29,619
+7,852
+36% +$344K 0.28% 60
2016
Q1 		$946K Buy
+21,767
New +$863K 0.17% 110

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.06B AUM 19.66% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Baldwin Wealth Partners's APU Position: Q3 2019 in Review

Baldwin Wealth Partners sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 54,260 shares — an estimated $1.89M sold.

Baldwin Wealth Partners first reported a position in APU in Q1 2016 and held it in 14 quarters. The position peaked at $2.04M in Q3 2016. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Baldwin Wealth Partners reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Baldwin Wealth Partners sold 54,260 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $1.89M.
  • Baldwin Wealth Partners first reported a position in AmeriGas Partners, L.P. in Q1 2016 and held it in 14 quarters.
  • Baldwin Wealth Partners's AmeriGas Partners, L.P. position peaked at $2.04M in Q3 2016.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Baldwin Wealth Partners's 13F filing for Q3 2019, filed 10 Oct 2019.