FLC Capital Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

FLC Capital Advisors’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	-9,945	Closed	-$307K	–	131
2019 Q1	$307K	Buy	9,945 +1,254	+14%	+$36.7K	0.14%	80
2018 Q4	$220K	Buy	+8,691	New	+$302K	0.15%	81

Other funds holding APU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WIC

Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FLC Capital Advisors's APU Position: Q2 2019 in Review

FLC Capital Advisors sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 9,945 shares — an estimated $307K sold.

FLC Capital Advisors first reported a position in APU in Q4 2018 and held it in 2 quarters. The position peaked at $307K in Q1 2019. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

FLC Capital Advisors reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
FLC Capital Advisors sold 9,945 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $307K.
FLC Capital Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2018 and held it in 2 quarters.
FLC Capital Advisors's AmeriGas Partners, L.P. position peaked at $307K in Q1 2019.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on FLC Capital Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.