Edgemoor Investment Advisors’s AmeriGas Partners, L.P. APU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-62,165
| Closed | -$2.17M | – | 140 |
|
|
2019
Q2 | $2.17M | Sell |
62,165
-3,950
| -6% | -$138K | 0.27% | 69 |
|
|
2019
Q1 | $2.04M | Sell |
66,115
-3,520
| -5% | -$109K | 0.27% | 69 |
|
|
2018
Q4 | $1.76M | Sell |
69,635
-95,089
| -58% | -$2.41M | 0.26% | 73 |
|
|
2018
Q3 | $6.51M | Buy |
164,724
+2,810
| +2% | +$111K | 0.81% | 44 |
|
|
2018
Q2 | $6.84M | Sell |
161,914
-2,416
| -1% | -$102K | 0.91% | 41 |
|
|
2018
Q1 | $6.57M | Sell |
164,330
-3,875
| -2% | -$155K | 0.87% | 43 |
|
|
2017
Q4 | $7.97M | Buy |
168,205
+6,750
| +4% | +$320K | 1.01% | 38 |
|
|
2017
Q3 | $7.26M | Sell |
161,455
-2,760
| -2% | -$124K | 0.98% | 38 |
|
|
2017
Q2 | $7.42M | Sell |
164,215
-290
| -0.2% | -$13.1K | 1.01% | 39 |
|
|
2017
Q1 | $7.75M | Buy |
164,505
+16,512
| +11% | +$778K | 1.1% | 36 |
|
|
2016
Q4 | $7.09M | Buy |
147,993
+11,960
| +9% | +$573K | 1.08% | 37 |
|
|
2016
Q3 | $6.21M | Buy |
136,033
+6,185
| +5% | +$282K | 0.96% | 44 |
|
|
2016
Q2 | $6.06M | Buy |
129,848
+7,110
| +6% | +$332K | 0.96% | 42 |
|
|
2016
Q1 | $5.34M | Buy |
122,738
+1,255
| +1% | +$54.6K | 0.83% | 45 |
|
|
2015
Q4 | $4.16M | Buy |
121,483
+2,630
| +2% | +$90.1K | 0.62% | 53 |
|
|
2015
Q3 | $4.94M | Sell |
118,853
-1,560
| -1% | -$64.8K | 0.75% | 47 |
|
|
2015
Q2 | $5.5M | Buy |
120,413
+4,930
| +4% | +$225K | 0.8% | 43 |
|
|
2015
Q1 | $5.51M | Sell |
115,483
-2,895
| -2% | -$138K | 0.78% | 43 |
|
|
2014
Q4 | $5.67M | Buy |
118,378
+658
| +0.6% | +$31.5K | 0.83% | 46 |
|
|
2014
Q3 | $5.37M | Buy |
117,720
+2,325
| +2% | +$106K | 0.79% | 48 |
|
|
2014
Q2 | $5.24M | Buy |
115,395
+1,005
| +0.9% | +$45.6K | 0.77% | 47 |
|
|
2014
Q1 | $4.83M | Buy |
114,390
+11,915
| +12% | +$503K | 0.76% | 50 |
|
|
2013
Q4 | $4.57M | Buy |
102,475
+14,895
| +17% | +$664K | 0.72% | 50 |
|
|
2013
Q3 | $3.77M | Buy |
87,580
+35,470
| +68% | +$1.53M | 0.66% | 53 |
|
|
2013
Q2 | $2.58M | Buy |
+52,110
| New | +$2.58M | 0.46% | 61 |
|