CFGS
APU

Concourse Financial Group Securities’s AmeriGas Partners, L.P. APU Stock Holding History

Concourse Financial Group Securities’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
-6,068
Closed -$212K – 2472
2019
Q1 		$187K Sell
6,068
-21
-0.3% -$614 0.02% 498
2018
Q4 		$154K Buy
6,089
+5,491
+918% +$191K 0.02% 502
2018
Q3 		$24K Buy
+598
New +$24.5K 0.01% 807

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Citigroup
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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

Concourse Financial Group Securities's APU Position: Q2 2019 in Review

Concourse Financial Group Securities sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 6,068 shares — an estimated $212K sold.

Concourse Financial Group Securities first reported a position in APU in Q3 2018 and held it in 3 quarters. The position peaked at $187K in Q1 2019. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

  • Concourse Financial Group Securities reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,068 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $212K.
  • Concourse Financial Group Securities first reported a position in AmeriGas Partners, L.P. in Q3 2018 and held it in 3 quarters.
  • Concourse Financial Group Securities's AmeriGas Partners, L.P. position peaked at $187K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Concourse Financial Group Securities's 13F filing for Q2 2019, filed 13 Aug 2019.