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

Doyle 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	-1,281	Closed	-$45K	–	849
2019 Q2	$45K	Buy	+1,281	New	+$44.8K	0.01%	383
2019 Q1	–	Sell	-1,281	Closed	-$32K	–	846
2018 Q4	$32K	Buy	+1,281	New	+$44.5K	0.01%	442

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

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

Doyle Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 1,281 shares — an estimated $45K sold.

Doyle Wealth Management first reported a position in APU in Q4 2018 and held it in 2 quarters. The position peaked at $45K in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Doyle Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,281 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $45K.
Doyle Wealth Management first reported a position in AmeriGas Partners, L.P. in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's AmeriGas Partners, L.P. position peaked at $45K in Q2 2019.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.