Carson Wealth (CWM LLC)
APU

Carson Wealth (CWM LLC)’s AmeriGas Partners, L.P. APU Stock Holding History

Carson Wealth (CWM 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
Q1 		– Sell
-650
Closed -$16K – 3462
2018
Q4 		$16K Buy
+650
New +$22.6K ﹤0.01% 1212
2017
Q4 		– Sell
-100
Closed -$4K – 1635
2017
Q3 		$4K Buy
+100
New +$4.41K ﹤0.01% 1173

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

Carson Wealth (CWM LLC)'s APU Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of AmeriGas Partners, L.P. (APU) in Q1 2019, closing a stake of 650 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in APU in Q3 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2018. 220 funds tracked by Wall St. Rank hold APU as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining AmeriGas Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 650 AmeriGas Partners, L.P. shares in Q1 2019, an estimated $16K.
  • Carson Wealth (CWM LLC) first reported a position in AmeriGas Partners, L.P. in Q3 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s AmeriGas Partners, L.P. position peaked at $16K in Q4 2018.
  • 220 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.