Costello Asset Management’s AmeriGas Partners, L.P. APU Stock Holding History

Costello Asset Management’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 Q3	–	Sell	-30,062	Closed	-$1.05M	–	55
2019 Q2	$1.05M	Sell	30,062 -2,670	-8%	-$93.5K	1.19%	25
2019 Q1	$1.01M	Sell	32,732 -11,732	-26%	-$343K	1.21%	26
2018 Q4	$1.13M	Buy	+44,464	New	+$1.54M	1.46%	24

Other funds holding APU

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Costello Asset Management's APU Position: Q3 2019 in Review

Costello Asset Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 30,062 shares — an estimated $1.05M sold.

Costello Asset Management first reported a position in APU in Q4 2018 and held it in 3 quarters. The position peaked at $1.13M in Q4 2018. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Costello Asset Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Costello Asset Management sold 30,062 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $1.05M.
Costello Asset Management first reported a position in AmeriGas Partners, L.P. in Q4 2018 and held it in 3 quarters.
Costello Asset Management's AmeriGas Partners, L.P. position peaked at $1.13M in Q4 2018.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Costello Asset Management's 13F filing for Q3 2019, filed 12 Nov 2019.