Envestnet Asset Management
APU

Envestnet Asset Management’s AmeriGas Partners, L.P. APU Stock Holding History

Envestnet Asset Management’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
-9,647
Closed -$298K – 3120
2019
Q1 		$298K Buy
9,647
+985
+11% +$28.8K ﹤0.01% 2602
2018
Q4 		$219K Buy
+8,662
New +$301K ﹤0.01% 2638
2018
Q3 		– Sell
-4,386
Closed -$185K – 3024
2018
Q2 		$185K Sell
4,386
-66
-1% -$2.75K ﹤0.01% 1709
2018
Q1 		$179K Sell
4,452
-2,347
-35% -$104K ﹤0.01% 1639
2017
Q4 		$314K Buy
6,799
+1,467
+28% +$66K ﹤0.01% 1674
2017
Q3 		$241K Sell
5,332
-4,153
-44% -$183K ﹤0.01% 1753
2017
Q2 		$429K Sell
9,485
-1,647
-15% -$73.9K ﹤0.01% 1562
2017
Q1 		$524K Sell
11,132
-4,503
-29% -$213K ﹤0.01% 1489
2016
Q4 		$749K Buy
15,635
+3,636
+30% +$167K ﹤0.01% 1312
2016
Q3 		$548K Sell
11,999
-2,010
-14% -$93.9K ﹤0.01% 1519
2016
Q2 		$654K Buy
14,009
+3,851
+38% +$169K ﹤0.01% 1527
2016
Q1 		$442K Buy
10,158
+1,688
+20% +$66.9K ﹤0.01% 1700
2015
Q4 		$290K Sell
8,470
-3,789
-31% -$150K ﹤0.01% 1848
2015
Q3 		$509K Sell
12,259
-5,271
-30% -$235K ﹤0.01% 1590
2015
Q2 		$801K Buy
17,530
+2,015
+13% +$97K ﹤0.01% 1503
2015
Q1 		$741K Buy
15,515
+12,240
+374% +$606K ﹤0.01% 1406
2014
Q4 		$157K Buy
3,275
+3,250
+13,000% +$150K ﹤0.01% 1060
2014
Q3 		$1K Buy
+25
New +$1.14K ﹤0.01% 2689

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

Envestnet Asset Management's APU Position: Q2 2019 in Review

Envestnet Asset Management sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 9,647 shares — an estimated $298K sold.

Envestnet Asset Management first reported a position in APU in Q3 2014 and held it in 18 quarters. The position peaked at $801K in Q2 2015. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

  • Envestnet Asset Management reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • Envestnet Asset Management sold 9,647 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $298K.
  • Envestnet Asset Management first reported a position in AmeriGas Partners, L.P. in Q3 2014 and held it in 18 quarters.
  • Envestnet Asset Management's AmeriGas Partners, L.P. position peaked at $801K in Q2 2015.
  • 210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Envestnet Asset Management's 13F filing for Q2 2019, filed 2 Aug 2019.