Destination Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History

Destination Wealth 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	-800	Closed	-$28K	–	561
2019 Q2	$28K	Buy	+800	New	+$28K	﹤0.01%	352

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

Destination Wealth Management's APU Position: Q3 2019 in Review

Destination Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 800 shares — an estimated $28K sold.

Destination Wealth Management first reported a position in APU in Q2 2019 and held it in 1 quarter. The position peaked at $28K in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Destination Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 800 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $28K.
Destination Wealth Management first reported a position in AmeriGas Partners, L.P. in Q2 2019 and held it in 1 quarter.
Destination Wealth Management's AmeriGas Partners, L.P. position peaked at $28K in Q2 2019.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.