EIA
APU

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

Edgemoor Investment 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
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% -$103K 0.27% 69
2018
Q4 		$1.76M Sell
69,635
-95,089
-58% -$3.3M 0.26% 73
2018
Q3 		$6.51M Buy
164,724
+2,810
+2% +$115K 0.81% 44
2018
Q2 		$6.84M Sell
161,914
-2,416
-1% -$101K 0.91% 41
2018
Q1 		$6.57M Sell
164,330
-3,875
-2% -$172K 0.87% 43
2017
Q4 		$7.96M Buy
168,205
+6,750
+4% +$304K 1.01% 38
2017
Q3 		$7.26M Sell
161,455
-2,760
-2% -$122K 0.98% 38
2017
Q2 		$7.42M Sell
164,215
-290
-0.2% -$13K 1.01% 39
2017
Q1 		$7.75M Buy
164,505
+16,512
+11% +$781K 1.1% 36
2016
Q4 		$7.09M Buy
147,993
+11,960
+9% +$548K 1.08% 37
2016
Q3 		$6.21M Buy
136,033
+6,185
+5% +$289K 0.96% 44
2016
Q2 		$6.06M Buy
129,848
+7,110
+6% +$312K 0.96% 42
2016
Q1 		$5.33M Buy
122,738
+1,255
+1% +$49.8K 0.83% 45
2015
Q4 		$4.16M Buy
121,483
+2,630
+2% +$104K 0.62% 53
2015
Q3 		$4.94M Sell
118,853
-1,560
-1% -$69.6K 0.75% 47
2015
Q2 		$5.5M Buy
120,413
+4,930
+4% +$237K 0.8% 43
2015
Q1 		$5.51M Sell
115,483
-2,895
-2% -$143K 0.78% 43
2014
Q4 		$5.67M Buy
118,378
+658
+0.6% +$30.4K 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% +$45.8K 0.77% 47
2014
Q1 		$4.83M Buy
114,390
+11,915
+12% +$506K 0.76% 50
2013
Q4 		$4.57M Buy
102,475
+14,895
+17% +$648K 0.72% 50
2013
Q3 		$3.77M Buy
87,580
+35,470
+68% +$1.58M 0.66% 53
2013
Q2 		$2.58M Buy
+52,110
New +$2.4M 0.46% 61

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 $420M AUM 14.29% 1-Year Est. Return

Edgemoor Investment Advisors's APU Position: Q3 2019 in Review

Edgemoor Investment Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 62,165 shares — an estimated $2.17M sold.

Edgemoor Investment Advisors first reported a position in APU in Q2 2013 and held it in 25 quarters. The position peaked at $7.96M in Q4 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Edgemoor Investment Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 62,165 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $2.17M.
  • Edgemoor Investment Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 25 quarters.
  • Edgemoor Investment Advisors's AmeriGas Partners, L.P. position peaked at $7.96M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.