EIP
APU

Energy Income Partners’s AmeriGas Partners, L.P. APU Stock Holding History

Energy Income 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
Q2 		– Sell
-4,431,143
Closed -$137M – 46
2019
Q1 		$137M Buy
4,431,143
+809,202
+22% +$23.7M 2.34% 16
2018
Q4 		$91.6M Buy
3,621,941
+390,686
+12% +$13.6M 1.82% 20
2018
Q3 		$128M Buy
3,231,255
+18,631
+0.6% +$764K 2.33% 16
2018
Q2 		$136M Buy
3,212,624
+19,543
+0.6% +$813K 2.48% 15
2018
Q1 		$128M Buy
3,193,081
+59,083
+2% +$2.62M 2.49% 17
2017
Q4 		$145M Buy
3,133,998
+608,564
+24% +$27.4M 2.49% 15
2017
Q3 		$113M Buy
2,525,434
+267,145
+12% +$11.8M 2.09% 18
2017
Q2 		$102M Buy
2,258,289
+41,225
+2% +$1.85M 1.93% 18
2017
Q1 		$104M Buy
2,217,064
+38,685
+2% +$1.83M 1.9% 19
2016
Q4 		$104M Buy
2,178,379
+155,485
+8% +$7.12M 1.98% 17
2016
Q3 		$92.4M Buy
2,022,894
+127,389
+7% +$5.95M 1.88% 16
2016
Q2 		$88.5M Sell
1,895,505
-306,352
-14% -$13.4M 1.96% 16
2016
Q1 		$95.7M Sell
2,201,857
-544,958
-20% -$21.6M 2.49% 15
2015
Q4 		$94.1M Sell
2,746,815
-611,517
-18% -$24.2M 2.42% 13
2015
Q3 		$139M Sell
3,358,332
-430,605
-11% -$19.2M 3.21% 7
2015
Q2 		$173M Buy
3,788,937
+170,290
+5% +$8.19M 3.2% 9
2015
Q1 		$173M Buy
3,618,647
+131,779
+4% +$6.52M 3.02% 10
2014
Q4 		$167M Buy
3,486,868
+357,603
+11% +$16.5M 2.88% 11
2014
Q3 		$143M Buy
3,129,265
+144,046
+5% +$6.56M 2.47% 15
2014
Q2 		$135M Buy
2,985,219
+631,039
+27% +$28.8M 2.41% 14
2014
Q1 		$99.5M Buy
2,354,180
+126,095
+6% +$5.36M 2.32% 19
2013
Q4 		$99.3M Buy
2,228,085
+36,823
+2% +$1.6M 2.46% 17
2013
Q3 		$94.4M Buy
2,191,262
+85,833
+4% +$3.81M 2.39% 18
2013
Q2 		$104M Buy
+2,105,429
New +$96.9M 2.65% 13

Other funds holding APU

WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Energy Income Partners's APU Position: Q2 2019 in Review

Energy Income Partners sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 4,431,143 shares — an estimated $137M sold.

Energy Income Partners first reported a position in APU in Q2 2013 and held it in 24 quarters. The position peaked at $173M in Q2 2015. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

  • Energy Income Partners reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • Energy Income Partners sold 4,431,143 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $137M.
  • Energy Income Partners first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 24 quarters.
  • Energy Income Partners's AmeriGas Partners, L.P. position peaked at $173M in Q2 2015.
  • 210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Energy Income Partners's 13F filing for Q2 2019, filed 14 Aug 2019.