FANJ
APU

Financial Architects (New Jersey)’s AmeriGas Partners, L.P. APU Stock Holding History

Financial Architects (New Jersey)’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
-1,000
Closed -$35K – 1247
2019
Q2 		$35K Buy
+1,000
New +$35K 0.01% 590
2019
Q1 		– Hold
0
– – – 754
2018
Q4 		– Hold
0
– – – 750
2018
Q3 		– Hold
0
– – – 702
2018
Q2 		– Hold
0
– – – 620
2018
Q1 		– Hold
0
– – – 676
2017
Q4 		– Hold
0
– – – 537
2017
Q3 		– Hold
0
– – – 527
2017
Q2 		– Hold
0
– – – 519
2017
Q1 		– Hold
0
– – – 495
2016
Q4 		– Hold
0
– – – 421
2016
Q3 		– Hold
0
– – – 420
2016
Q2 		– Hold
0
– – – 394
2016
Q1 		– Hold
0
– – – 308
2015
Q2 		– Hold
0
– – – 385
2015
Q1 		– Hold
0
– – – 352
2014
Q4 		– Hold
0
– – – 387
2013
Q4 		– Sell
-900
Closed -$39K – 629
2013
Q3 		$39K Sell
900
-141
-14% -$6.26K 0.03% 275
2013
Q2 		$52K Buy
+1,041
New +$47.9K 0.04% 238

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.06B AUM 19.66% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Financial Architects (New Jersey)'s APU Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 1,000 shares — an estimated $35K sold.

Financial Architects (New Jersey) first reported a position in APU in Q2 2013 and held it in 3 quarters. The position peaked at $52K in Q2 2013. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,000 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $35K.
  • Financial Architects (New Jersey) first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s AmeriGas Partners, L.P. position peaked at $52K in Q2 2013.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.