Evercore Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,000
| Closed | -$139K | – | 884 |
|
|
2017
Q4 | $139K | Hold |
3,000
| – | – | 0.01% | 413 |
|
|
2017
Q3 | $135K | Hold |
3,000
| – | – | 0.01% | 416 |
|
|
2017
Q2 | $136K | Hold |
3,000
| – | – | 0.01% | 415 |
|
|
2017
Q1 | $141K | Sell |
3,000
-500
| -14% | -$23.5K | 0.01% | 421 |
|
|
2016
Q4 | $168K | Hold |
3,500
| – | – | 0.01% | 406 |
|
|
2016
Q3 | $160K | Hold |
3,500
| – | – | 0.01% | 418 |
|
|
2016
Q2 | $163K | Sell |
3,500
-500
| -13% | -$23.3K | 0.01% | 392 |
|
|
2016
Q1 | $174K | Hold |
4,000
| – | – | 0.01% | 381 |
|
|
2015
Q4 | $137K | Sell |
4,000
-1,800
| -31% | -$61.7K | 0.01% | 441 |
|
|
2015
Q3 | $241K | Hold |
5,800
| – | – | 0.01% | 357 |
|
|
2015
Q2 | $266K | Hold |
5,800
| – | – | 0.01% | 379 |
|
|
2015
Q1 | $277K | Hold |
5,800
| – | – | 0.01% | 365 |
|
|
2014
Q4 | $278K | Hold |
5,800
| – | – | 0.01% | 315 |
|
|
2014
Q3 | $265K | Hold |
5,800
| – | – | 0.01% | 353 |
|
|
2014
Q2 | $263K | Buy |
5,800
+500
| +9% | +$22.7K | 0.01% | 351 |
|
|
2014
Q1 | $224K | Buy |
5,300
+4,300
| +430% | +$182K | 0.01% | 356 |
|
|
2013
Q4 | $45K | Buy |
+1,000
| New | +$45K | ﹤0.01% | 577 |
|