DW
APU

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

Domani Wealth’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
-131,725
Closed -$4.59M – 113
2019
Q2 		$4.59M Hold
131,725
– – 1.71% 14
2019
Q1 		$4.07M Sell
131,725
-750
-0.6% -$21.9K 1.64% 14
2018
Q4 		$3.35M Sell
132,475
-2,000
-1% -$69.5K 1.56% 14
2018
Q3 		$5.31M Sell
134,475
-11,450
-8% -$469K 2.28% 9
2018
Q2 		$6.16M Sell
145,925
-56,244
-28% -$2.34M 2.83% 7
2018
Q1 		$8.08M Sell
202,169
-600
-0.3% -$26.6K 3.46% 4
2017
Q4 		$9.37M Sell
202,769
-1,500
-0.7% -$67.5K 4.11% 5
2017
Q3 		$9.18M Sell
204,269
-300
-0.1% -$13.2K 3.95% 5
2017
Q2 		$9.24M Sell
204,569
-1,750
-0.8% -$78.5K 3.8% 5
2017
Q1 		$9.72M Hold
206,319
– – 3.94% 5
2016
Q4 		$9.89M Buy
206,319
+101
+0% +$4.63K 3.99% 6
2016
Q3 		$9.42M Sell
206,218
-602
-0.3% -$28.1K 3.58% 6
2016
Q2 		$9.66M Buy
206,820
+426
+0.2% +$18.7K 3.75% 5
2016
Q1 		$8.98M Buy
206,394
+5,753
+3% +$228K 3.39% 6
2015
Q4 		$6.88M Sell
200,641
-74
-0% -$2.92K 2.69% 9
2015
Q3 		$8.34M Sell
200,715
-1,612
-0.8% -$72K 4.52% 6
2015
Q2 		$9.25M Buy
202,327
+192,661
+1,993% +$9.27M 5.04% 6
2015
Q1 		$202K Buy
+9,666
New +$478K 3.04% 8

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Domani Wealth's APU Position: Q3 2019 in Review

Domani Wealth sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 131,725 shares — an estimated $4.59M sold.

Domani Wealth first reported a position in APU in Q1 2015 and held it in 18 quarters. The position peaked at $9.89M in Q4 2016. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Domani Wealth reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Domani Wealth sold 131,725 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $4.59M.
  • Domani Wealth first reported a position in AmeriGas Partners, L.P. in Q1 2015 and held it in 18 quarters.
  • Domani Wealth's AmeriGas Partners, L.P. position peaked at $9.89M in Q4 2016.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Domani Wealth's 13F filing for Q3 2019, filed 11 Oct 2019.