EIP
APU

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

Ellis Investment Partners’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
-29,535
Closed -$1.03M – 723
2019
Q2 		$1.03M Hold
29,535
– – 0.39% 52
2019
Q1 		$919K Hold
29,535
– – 0.37% 63
2018
Q4 		$747K Buy
+29,535
New +$1.03M 0.34% 66

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 $488M AUM 17.59% 1-Year Est. Return

Ellis Investment Partners's APU Position: Q3 2019 in Review

Ellis Investment Partners sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 29,535 shares — an estimated $1.03M sold.

Ellis Investment Partners first reported a position in APU in Q4 2018 and held it in 3 quarters. The position peaked at $1.03M in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Ellis Investment Partners reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Ellis Investment Partners sold 29,535 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $1.03M.
  • Ellis Investment Partners first reported a position in AmeriGas Partners, L.P. in Q4 2018 and held it in 3 quarters.
  • Ellis Investment Partners's AmeriGas Partners, L.P. position peaked at $1.03M in Q2 2019.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Ellis Investment Partners's 13F filing for Q3 2019, filed 9 Oct 2019.