FWM
APU

Focused Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History

Focused Wealth 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
Q3 		– Sell
-84
Closed -$3K – 820
2019
Q2 		$3K Buy
+84
New +$2.94K ﹤0.01% 656
2018
Q2 		– Sell
-148
Closed -$6K – 757
2018
Q1 		$6K Buy
148
+4
+3% +$177 ﹤0.01% 547
2017
Q4 		$7K Buy
144
+3
+2% +$135 ﹤0.01% 518
2017
Q3 		$6K Buy
141
+3
+2% +$132 ﹤0.01% 505
2017
Q2 		$6K Buy
138
+3
+2% +$135 ﹤0.01% 544
2017
Q1 		$6K Buy
135
+2
+2% +$95 ﹤0.01% 532
2016
Q4 		$6K Buy
133
+3
+2% +$137 ﹤0.01% 538
2016
Q3 		$6K Buy
130
+2
+2% +$93 ﹤0.01% 517
2016
Q2 		$6K Buy
128
+3
+2% +$132 ﹤0.01% 511
2016
Q1 		$5K Buy
125
+3
+2% +$119 ﹤0.01% 491
2015
Q4 		$4K Buy
122
+2
+2% +$79 ﹤0.01% 540
2015
Q3 		$5K Buy
120
+3
+3% +$134 ﹤0.01% 511
2015
Q2 		$5K Buy
117
+2
+2% +$96 ﹤0.01% 515
2015
Q1 		$5K Hold
115
– – ﹤0.01% 538
2014
Q4 		$6K Hold
115
– – ﹤0.01% 498
2014
Q3 		$5K Hold
115
– – ﹤0.01% 528
2014
Q2 		$5K Hold
115
– – ﹤0.01% 522
2014
Q1 		$5K Buy
+115
New +$4.89K ﹤0.01% 497

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

Focused Wealth Management's APU Position: Q3 2019 in Review

Focused Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 84 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in APU in Q1 2014 and held it in 18 quarters. The position peaked at $7K in Q4 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Focused Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Focused Wealth Management sold 84 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $3K.
  • Focused Wealth Management first reported a position in AmeriGas Partners, L.P. in Q1 2014 and held it in 18 quarters.
  • Focused Wealth Management's AmeriGas Partners, L.P. position peaked at $7K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Focused Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.