BWL
APU

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

Bogart Wealth LLC’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
-4,049
Closed -$141K – 389
2019
Q2 		$141K Hold
4,049
– – 0.09% 106
2019
Q1 		$124K Buy
4,049
+122
+3% +$3.57K 0.06% 103
2018
Q4 		$99K Hold
3,927
– – 0.05% 104
2018
Q3 		$155K Sell
3,927
-60
-2% -$2.46K 0.09% 82
2018
Q2 		$168K Sell
3,987
-300
-7% -$12.5K 0.1% 74
2018
Q1 		$171K Sell
4,287
-313
-7% -$13.9K 0.1% 72
2017
Q4 		$213K Sell
4,600
-5,962
-56% -$268K 0.14% 66
2017
Q3 		$474K Sell
10,562
-639
-6% -$28.2K 0.35% 49
2017
Q2 		$506K Buy
11,201
+424
+4% +$19K 0.32% 48
2017
Q1 		$507K Buy
10,777
+949
+10% +$44.9K 0.34% 45
2016
Q4 		$471K Buy
+9,828
New +$450K 0.32% 46

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 $420M AUM 14.29% 1-Year Est. Return

Bogart Wealth LLC's APU Position: Q3 2019 in Review

Bogart Wealth LLC sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 4,049 shares — an estimated $141K sold.

Bogart Wealth LLC first reported a position in APU in Q4 2016 and held it in 11 quarters. The position peaked at $507K in Q1 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Bogart Wealth LLC reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Bogart Wealth LLC sold 4,049 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $141K.
  • Bogart Wealth LLC first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 11 quarters.
  • Bogart Wealth LLC's AmeriGas Partners, L.P. position peaked at $507K in Q1 2017.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

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