CWSR
APU

Chessman Wealth Strategies RIA’s AmeriGas Partners, L.P. APU Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-1,930
Closed -$76K – 198
2018
Q3 		$76K Buy
+1,930
New +$79.1K 0.07% 45

Other funds holding APU

O
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Chessman Wealth Strategies RIA's APU Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 1,930 shares — an estimated $76K sold.

Chessman Wealth Strategies RIA first reported a position in APU in Q3 2018 and held it in 1 quarter. The position peaked at $76K in Q3 2018. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 1,930 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $76K.
  • Chessman Wealth Strategies RIA first reported a position in AmeriGas Partners, L.P. in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's AmeriGas Partners, L.P. position peaked at $76K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.