Bell Rock Capital’s AmeriGas Partners, L.P. APU Stock Holding History

Bell Rock Capital’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	-225	Closed	-$6K	–	480
2019 Q1	$6K	Hold	225	–	–	﹤0.01%	358
2018 Q4	$5K	Hold	225	–	–	﹤0.01%	378
2018 Q3	$9K	Hold	225	–	–	﹤0.01%	366
2018 Q2	$9K	Hold	225	–	–	﹤0.01%	381
2018 Q1	$9K	Hold	225	–	–	﹤0.01%	380
2017 Q4	$10K	Hold	225	–	–	0.01%	359
2017 Q3	$10K	Sell	225 -3,000	-93%	-$132K	0.01%	343
2017 Q2	$146K	Buy	+3,225	New	+$145K	0.09%	144

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

Bell Rock Capital's APU Position: Q2 2019 in Review

Bell Rock Capital sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 225 shares — an estimated $6K sold.

Bell Rock Capital first reported a position in APU in Q2 2017 and held it in 8 quarters. The position peaked at $146K in Q2 2017. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Bell Rock Capital reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Bell Rock Capital sold 225 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $6K.
Bell Rock Capital first reported a position in AmeriGas Partners, L.P. in Q2 2017 and held it in 8 quarters.
Bell Rock Capital's AmeriGas Partners, L.P. position peaked at $146K in Q2 2017.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Bell Rock Capital's 13F filing for Q2 2019, filed 31 Jul 2019.