CFA
APU

Camarda Financial Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Camarda Financial Advisors’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
2018
Q3 		– Sell
-3,191
Closed -$135K – 255
2018
Q2 		$135K Sell
3,191
-207
-6% -$8.62K 0.14% 83
2018
Q1 		$136K Sell
3,398
-45
-1% -$2K 0.14% 83
2017
Q4 		$159K Buy
3,443
+223
+7% +$10K 0.19% 84
2017
Q3 		$145K Buy
3,220
+161
+5% +$7.1K 0.16% 90
2017
Q2 		$138K Buy
3,059
+84
+3% +$3.77K 0.15% 86
2017
Q1 		$140K Sell
2,975
-6,744
-69% -$319K 0.14% 84
2016
Q4 		$466K Buy
9,719
+811
+9% +$37.1K 0.32% 77
2016
Q3 		$407K Buy
8,908
+848
+11% +$39.6K 0.25% 79
2016
Q2 		$376K Buy
8,060
+963
+14% +$42.2K 0.24% 75
2016
Q1 		$309K Buy
7,097
+3,986
+128% +$158K 0.19% 88
2015
Q4 		$107K Buy
3,111
+581
+23% +$22.9K 0.07% 134
2015
Q3 		$105K Sell
2,530
-505
-17% -$22.5K 0.07% 94
2015
Q2 		$139K Sell
3,035
-3,968
-57% -$191K 0.08% 86
2015
Q1 		$334K Buy
7,003
+403
+6% +$19.9K 0.19% 73
2014
Q4 		$316K Buy
6,600
+1,446
+28% +$66.8K 0.2% 78
2014
Q3 		$235K Sell
5,154
-1,860
-27% -$84.7K 0.16% 77
2014
Q2 		$318K Buy
7,014
+4,917
+234% +$224K 0.22% 82
2014
Q1 		$89K Sell
2,097
-98
-4% -$4.17K 0.07% 99
2013
Q4 		$98K Buy
+2,195
New +$95.5K 0.08% 84

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Camarda Financial Advisors's APU Position: Q3 2018 in Review

Camarda Financial Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2018, closing a stake of 3,191 shares — an estimated $135K sold.

Camarda Financial Advisors first reported a position in APU in Q4 2013 and held it in 19 quarters. The position peaked at $466K in Q4 2016. 233 funds tracked by Wall St. Rank hold APU as of Q3 2018.

  • Camarda Financial Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 3,191 AmeriGas Partners, L.P. shares in Q3 2018, an estimated $135K.
  • Camarda Financial Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2013 and held it in 19 quarters.
  • Camarda Financial Advisors's AmeriGas Partners, L.P. position peaked at $466K in Q4 2016.
  • 233 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2018.

Based on Camarda Financial Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.