Edge Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Edge Advisors’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
2018 Q2	–	Sell	-353	Closed	-$14K	–	949
2018 Q1	$14K	Buy	353 +20	+6%	+$887	﹤0.01%	684
2017 Q4	$15K	Buy	333 +50	+18%	+$2.25K	﹤0.01%	708
2017 Q3	$12K	Sell	283 -10	-3%	-$441	﹤0.01%	716
2017 Q2	$13K	Buy	293 +20	+7%	+$898	﹤0.01%	718
2017 Q1	$12K	Sell	273 -10	-4%	-$473	﹤0.01%	738
2016 Q4	$13K	Buy	+283	New	+$13K	﹤0.01%	667

Other funds holding APU

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Advisors's APU Position: Q2 2018 in Review

Edge Advisors sold out of AmeriGas Partners, L.P. (APU) in Q2 2018, closing a stake of 353 shares — an estimated $14K sold.

Edge Advisors first reported a position in APU in Q4 2016 and held it in 6 quarters. The position peaked at $15K in Q4 2017. 230 funds tracked by Wall St. Rank hold APU as of Q2 2018.

Edge Advisors reported no remaining AmeriGas Partners, L.P. position as of Q2 2018 after selling out during the quarter.
Edge Advisors sold 353 AmeriGas Partners, L.P. shares in Q2 2018, an estimated $14K.
Edge Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 6 quarters.
Edge Advisors's AmeriGas Partners, L.P. position peaked at $15K in Q4 2017.
230 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.