Clean Yield Group’s AmeriGas Partners, L.P. APU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$7K | – | 352 |
|
|
2019
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 307 |
|
|
2019
Q1 | $6K | Sell |
200
-700
| -78% | -$20.5K | ﹤0.01% | 275 |
|
|
2018
Q4 | $23K | Buy |
+900
| New | +$31.3K | 0.01% | 226 |
|
|
2018
Q1 | – | Sell |
-4,800
| Closed | -$222K | – | 140 |
|
|
2017
Q4 | $222K | Hold |
4,800
| – | – | 0.09% | 125 |
|
|
2017
Q3 | $216K | Hold |
4,800
| – | – | 0.09% | 129 |
|
|
2017
Q2 | $215K | Sell |
4,800
-1,200
| -20% | -$53.9K | 0.09% | 128 |
|
|
2017
Q1 | $283K | Sell |
6,000
-1,100
| -15% | -$52K | 0.12% | 111 |
|
|
2016
Q4 | $340K | Hold |
7,100
| – | – | 0.15% | 103 |
|
|
2016
Q3 | $324K | Sell |
7,100
-425
| -6% | -$19.9K | 0.14% | 107 |
|
|
2016
Q2 | $351K | Hold |
7,525
| – | – | 0.15% | 98 |
|
|
2016
Q1 | $321K | Hold |
7,525
| – | – | 0.14% | 102 |
|
|
2015
Q4 | $280K | Sell |
7,525
-350
| -4% | -$13.8K | 0.14% | 103 |
|
|
2015
Q3 | $324K | Sell |
7,875
-6,250
| -44% | -$279K | 0.15% | 102 |
|
|
2015
Q2 | $646K | Sell |
14,125
-15,136
| -52% | -$728K | 0.3% | 85 |
|
|
2015
Q1 | $1.4M | Sell |
29,261
-8,070
| -22% | -$399K | 0.6% | 59 |
|
|
2014
Q4 | $1.79M | Sell |
37,331
-900
| -2% | -$41.6K | 0.8% | 46 |
|
|
2014
Q3 | $1.74M | Sell |
38,231
-3,500
| -8% | -$159K | 0.84% | 46 |
|
|
2014
Q2 | $1.89M | Sell |
41,731
-6,350
| -13% | -$290K | 0.94% | 40 |
|
|
2014
Q1 | $2.03M | Sell |
48,081
-9,585
| -17% | -$407K | 1.05% | 35 |
|
|
2013
Q4 | $2.57M | Sell |
57,666
-1,650
| -3% | -$71.8K | 1.38% | 25 |
|
|
2013
Q3 | $2.56M | Buy |
59,316
+1,671
| +3% | +$74.2K | 1.38% | 26 |
|
|
2013
Q2 | $2.85M | Buy |
+57,645
| New | +$2.65M | 1.63% | 17 |
|
Other funds holding APU
Clean Yield Group's APU Position: Q3 2019 in Review
Clean Yield Group sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 200 shares — an estimated $7K sold.
Clean Yield Group first reported a position in APU in Q2 2013 and held it in 22 quarters. The position peaked at $2.85M in Q2 2013. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.
- Clean Yield Group reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
- Clean Yield Group sold 200 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $7K.
- Clean Yield Group first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 22 quarters.
- Clean Yield Group's AmeriGas Partners, L.P. position peaked at $2.85M in Q2 2013.
- 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.
Based on Clean Yield Group's 13F filing for Q3 2019, filed 23 Oct 2019.