Global Trust Asset Management’s AmeriGas Partners, L.P. APU Stock Holding History

Global Trust Asset 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 Q2	–	Sell	-2,340	Closed	-$72K	–	468
2019 Q1	$72K	Sell	2,340 -170	-7%	-$4.97K	0.05%	194
2018 Q4	$64K	Sell	2,510 -200	-7%	-$6.95K	0.06%	176
2018 Q3	$107K	Hold	2,710	–	–	0.07%	174
2018 Q2	$114K	Hold	2,710	–	–	0.09%	159
2018 Q1	$108K	Sell	2,710 -5,000	-65%	-$222K	0.09%	159
2017 Q4	$356K	Buy	+7,710	New	+$347K	0.25%	102

Other funds holding APU

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Trust Asset Management's APU Position: Q2 2019 in Review

Global Trust Asset Management sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 2,340 shares — an estimated $72K sold.

Global Trust Asset Management first reported a position in APU in Q4 2017 and held it in 6 quarters. The position peaked at $356K in Q4 2017. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Global Trust Asset Management reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Global Trust Asset Management sold 2,340 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $72K.
Global Trust Asset Management first reported a position in AmeriGas Partners, L.P. in Q4 2017 and held it in 6 quarters.
Global Trust Asset Management's AmeriGas Partners, L.P. position peaked at $356K in Q4 2017.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Global Trust Asset Management's 13F filing for Q2 2019, filed 23 Jul 2019.