EI
APU

Ellevest Inc’s AmeriGas Partners, L.P. APU Stock Holding History

Ellevest Inc’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
-240
Closed -$8K – 637
2019
Q2 		$8K Hold
240
– – ﹤0.01% 267
2019
Q1 		$7K Hold
240
– – ﹤0.01% 215
2018
Q4 		$6K Buy
+240
New +$8.34K ﹤0.01% 414

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

Ellevest Inc's APU Position: Q3 2019 in Review

Ellevest Inc sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 240 shares — an estimated $8K sold.

Ellevest Inc first reported a position in APU in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Ellevest Inc reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Ellevest Inc sold 240 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $8K.
  • Ellevest Inc first reported a position in AmeriGas Partners, L.P. in Q4 2018 and held it in 3 quarters.
  • Ellevest Inc's AmeriGas Partners, L.P. position peaked at $8K in Q2 2019.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Ellevest Inc's 13F filing for Q3 2019, filed 8 Oct 2019.