CA
APU

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

Cetera 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
2019
Q2 		– Sell
-13,734
Closed -$422K – 1336
2019
Q1 		$422K Buy
+13,734
New +$402K 0.02% 542
2018
Q4 		– Sell
-25,064
Closed -$1M – 1002
2018
Q3 		$1M Buy
25,064
+7,310
+41% +$300K 0.05% 360
2018
Q2 		$753K Buy
17,754
+940
+6% +$39.1K 0.04% 393
2018
Q1 		$681K Sell
16,814
-181
-1% -$8.03K 0.04% 388
2017
Q4 		$784K Buy
16,995
+62
+0.4% +$2.79K 0.05% 340
2017
Q3 		$755K Sell
16,933
-171
-1% -$7.54K 0.05% 370
2017
Q2 		$773K Buy
17,104
+525
+3% +$23.6K 0.05% 360
2017
Q1 		$778K Buy
16,579
+2,100
+15% +$99.3K 0.05% 346
2016
Q4 		$695K Buy
14,479
+3,205
+28% +$147K 0.05% 338
2016
Q3 		$513K Buy
11,274
+2,198
+24% +$103K 0.04% 408
2016
Q2 		$420K Buy
9,076
+1,779
+24% +$78K 0.03% 464
2016
Q1 		$320K Sell
7,297
-557
-7% -$22.1K 0.03% 506
2015
Q4 		$269K Buy
7,854
+365
+5% +$14.4K 0.02% 572
2015
Q3 		$312K Sell
7,489
-100
-1% -$4.46K 0.03% 482
2015
Q2 		$348K Buy
7,589
+525
+7% +$25.3K 0.03% 469
2015
Q1 		$339K Sell
7,064
-83,535
-92% -$4.13M 0.03% 468
2014
Q4 		$4.34M Sell
90,599
-50,099
-36% -$2.32M 0.42% 49
2014
Q3 		$6.43M Sell
140,698
-4,354
-3% -$198K 0.49% 28
2014
Q2 		$6.58M Buy
145,052
+139,371
+2,453% +$6.36M 0.74% 23
2014
Q1 		$240K Sell
5,681
-749
-12% -$31.8K 0.03% 443
2013
Q4 		$286K Buy
6,430
+1,082
+20% +$47.1K 0.04% 381
2013
Q3 		$231K Buy
5,348
+514
+11% +$22.8K 0.04% 387
2013
Q2 		$239K Buy
+4,834
New +$222K 0.05% 336

Other funds holding APU

WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisors's APU Position: Q2 2019 in Review

Cetera Advisors sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 13,734 shares — an estimated $422K sold.

Cetera Advisors first reported a position in APU in Q2 2013 and held it in 23 quarters. The position peaked at $6.58M in Q2 2014. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

  • Cetera Advisors reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • Cetera Advisors sold 13,734 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $422K.
  • Cetera Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 23 quarters.
  • Cetera Advisors's AmeriGas Partners, L.P. position peaked at $6.58M in Q2 2014.
  • 210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Cetera Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.