FCT
APU

Family Capital Trust’s AmeriGas Partners, L.P. APU Stock Holding History

Family Capital Trust’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
-3,800
Closed -$132K – 56
2019
Q2 		$132K Hold
3,800
– – 0.05% 46
2019
Q1 		$117K Hold
3,800
– – 0.05% 48
2018
Q4 		$96K Hold
3,800
– – 0.05% 47
2018
Q3 		$150K Hold
3,800
– – 0.06% 44
2018
Q2 		$160K Sell
3,800
-848
-18% -$35.3K 0.07% 43
2018
Q1 		$186K Sell
4,648
-630
-12% -$27.9K 0.08% 42
2017
Q4 		$244K Hold
5,278
– – 0.11% 39
2017
Q3 		$237K Hold
5,278
– – 0.12% 37
2017
Q2 		$238K Sell
5,278
-1,200
-19% -$53.9K 0.12% 37
2017
Q1 		$292K Sell
6,478
-1,803
-22% -$85.2K 0.15% 37
2016
Q4 		$397K Sell
8,281
-700
-8% -$32.1K 0.23% 36
2016
Q3 		$410K Sell
8,981
-110
-1% -$5.14K 0.23% 34
2016
Q2 		$425K Hold
9,091
– – 0.25% 33
2016
Q1 		$395K Sell
9,091
-600
-6% -$23.8K 0.23% 34
2015
Q4 		$332K Hold
9,691
– – 0.18% 36
2015
Q3 		$402K Sell
9,691
-760
-7% -$33.9K 0.23% 33
2015
Q2 		$478K Buy
10,451
+3,420
+49% +$165K 0.27% 33
2015
Q1 		$336K Sell
7,031
-550
-7% -$27.2K 0.19% 37
2014
Q4 		$363K Sell
7,581
-450
-6% -$20.8K 0.19% 39
2014
Q3 		$366K Sell
8,031
-470
-6% -$21.4K 0.2% 40
2014
Q2 		$386K Buy
8,501
+700
+9% +$31.9K 0.2% 44
2014
Q1 		$330K Sell
7,801
-590
-7% -$25.1K 0.18% 48
2013
Q4 		$374K Hold
8,391
– – 0.2% 45
2013
Q3 		$361K Hold
8,391
– – 0.22% 54
2013
Q2 		$415K Buy
+8,391
New +$386K 0.26% 52

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

Family Capital Trust's APU Position: Q3 2019 in Review

Family Capital Trust sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 3,800 shares — an estimated $132K sold.

Family Capital Trust first reported a position in APU in Q2 2013 and held it in 25 quarters. The position peaked at $478K in Q2 2015. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Family Capital Trust reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Family Capital Trust sold 3,800 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $132K.
  • Family Capital Trust first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 25 quarters.
  • Family Capital Trust's AmeriGas Partners, L.P. position peaked at $478K in Q2 2015.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Family Capital Trust's 13F filing for Q3 2019, filed 15 Oct 2019.