Bruderman Asset Management’s AmeriGas Partners, L.P. APU Stock Holding History

Bruderman Asset Management’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	-10,902	Closed	-$337K	–	655
2019 Q1	$337K	Hold	10,902	–	–	0.07%	110
2018 Q4	$276K	Buy	10,902 +10,712	+5,638%	+$372K	0.07%	109
2018 Q3	$8K	Hold	190	–	–	﹤0.01%	295
2018 Q2	$8K	Hold	190	–	–	﹤0.01%	312
2018 Q1	$8K	Buy	+190	New	+$8.43K	﹤0.01%	309
2017 Q3	–	Sell	-190	Closed	-$9K	–	344
2017 Q2	$9K	Buy	+190	New	+$8.53K	﹤0.01%	317
2017 Q1	–	Sell	-190	Closed	-$9K	–	346
2016 Q4	$9K	Hold	190	–	–	﹤0.01%	322
2016 Q3	$9K	Sell	190 -110	-37%	-$5.14K	﹤0.01%	340
2016 Q2	$14K	Hold	300	–	–	﹤0.01%	293
2016 Q1	$13K	Hold	300	–	–	﹤0.01%	303
2015 Q4	$10K	Hold	300	–	–	﹤0.01%	337
2015 Q3	$12K	Hold	300	–	–	﹤0.01%	329
2015 Q2	$14K	Sell	300 -500	-63%	-$24.1K	0.01%	325
2015 Q1	$38K	Buy	+800	New	+$39.6K	0.01%	241

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

Bruderman Asset Management's APU Position: Q2 2019 in Review

Bruderman Asset Management sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 10,902 shares — an estimated $337K sold.

Bruderman Asset Management first reported a position in APU in Q1 2015 and held it in 14 quarters. The position peaked at $337K in Q1 2019. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Bruderman Asset Management reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 10,902 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $337K.
Bruderman Asset Management first reported a position in AmeriGas Partners, L.P. in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's AmeriGas Partners, L.P. position peaked at $337K in Q1 2019.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.