BOPW
APU

Brandywine Oak Private Wealth’s AmeriGas Partners, L.P. APU Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-1,663
Closed -$42K – 718
2018
Q4 		$42K Buy
+1,663
New +$57.8K 0.01% 391

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
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Brandywine Oak Private Wealth's APU Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of AmeriGas Partners, L.P. (APU) in Q1 2019, closing a stake of 1,663 shares — an estimated $42K sold.

Brandywine Oak Private Wealth first reported a position in APU in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 220 funds tracked by Wall St. Rank hold APU as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining AmeriGas Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,663 AmeriGas Partners, L.P. shares in Q1 2019, an estimated $42K.
  • Brandywine Oak Private Wealth first reported a position in AmeriGas Partners, L.P. in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's AmeriGas Partners, L.P. position peaked at $42K in Q4 2018.
  • 220 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.