Creative Planning’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 |
-30,518
| Closed | -$1.06M | – | 2158 |
|
|
2019
Q2 | $1.06M | Sell |
30,518
-331
| -1% | -$11.6K | ﹤0.01% | 739 |
|
|
2019
Q1 | $952K | Sell |
30,849
-5,100
| -14% | -$149K | ﹤0.01% | 751 |
|
|
2018
Q4 | $910K | Buy |
35,949
+2,299
| +7% | +$79.9K | ﹤0.01% | 711 |
|
|
2018
Q3 | $1.33M | Sell |
33,650
-1,193
| -3% | -$48.9K | ﹤0.01% | 636 |
|
|
2018
Q2 | $1.47M | Sell |
34,843
-831
| -2% | -$34.6K | 0.01% | 559 |
|
|
2018
Q1 | $1.43M | Sell |
35,674
-644
| -2% | -$28.6K | 0.01% | 563 |
|
|
2017
Q4 | $1.68M | Sell |
36,318
-10,006
| -22% | -$450K | 0.01% | 513 |
|
|
2017
Q3 | $2.08M | Buy |
46,324
+1,084
| +2% | +$47.8K | 0.01% | 442 |
|
|
2017
Q2 | $2.04M | Sell |
45,240
-2,785
| -6% | -$125K | 0.01% | 431 |
|
|
2017
Q1 | $2.26M | Buy |
48,025
+2,354
| +5% | +$111K | 0.01% | 383 |
|
|
2016
Q4 | $2.19M | Sell |
45,671
-3,716
| -8% | -$170K | 0.01% | 381 |
|
|
2016
Q3 | $2.25M | Buy |
49,387
+22,332
| +83% | +$1.04M | 0.01% | 350 |
|
|
2016
Q2 | $1.26M | Sell |
27,055
-84
| -0.3% | -$3.68K | 0.01% | 454 |
|
|
2016
Q1 | $1.18M | Sell |
27,139
-3,472
| -11% | -$138K | 0.01% | 452 |
|
|
2015
Q4 | $1.05M | Buy |
30,611
+7,368
| +32% | +$291K | 0.01% | 491 |
|
|
2015
Q3 | $965K | Buy |
23,243
+1,224
| +6% | +$54.6K | 0.01% | 486 |
|
|
2015
Q2 | $1.01M | Sell |
22,019
-146
| -0.7% | -$7.03K | 0.01% | 469 |
|
|
2015
Q1 | $1.06M | Buy |
22,165
+633
| +3% | +$31.3K | 0.01% | 438 |
|
|
2014
Q4 | $1.03M | Buy |
21,532
+3,926
| +22% | +$181K | 0.01% | 435 |
|
|
2014
Q3 | $803K | Buy |
17,606
+2,320
| +15% | +$106K | 0.01% | 483 |
|
|
2014
Q2 | $694K | Sell |
15,286
-1,316
| -8% | -$60K | 0.01% | 517 |
|
|
2014
Q1 | $701K | Buy |
16,602
+1,127
| +7% | +$47.9K | 0.01% | 494 |
|
|
2013
Q4 | $690K | Buy |
15,475
+5,163
| +50% | +$225K | 0.01% | 423 |
|
|
2013
Q3 | $444K | Sell |
10,312
-604
| -6% | -$26.8K | 0.01% | 478 |
|
|
2013
Q2 | $540K | Buy |
+10,916
| New | +$502K | 0.01% | 387 |
|
Other funds holding APU
Creative Planning's APU Position: Q3 2019 in Review
Creative Planning sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 30,518 shares — an estimated $1.06M sold.
Creative Planning first reported a position in APU in Q2 2013 and held it in 25 quarters. The position peaked at $2.26M in Q1 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.
- Creative Planning reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
- Creative Planning sold 30,518 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $1.06M.
- Creative Planning first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 25 quarters.
- Creative Planning's AmeriGas Partners, L.P. position peaked at $2.26M in Q1 2017.
- 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.
Based on Creative Planning's 13F filing for Q3 2019, filed 1 Nov 2019.