HFA
APU

Harvest Fund Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Harvest Fund 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
-51,466
Closed -$1.59M – 44
2019
Q1 		$1.59M Buy
+51,466
New +$1.51M 0.02% 34
2016
Q2 		– Sell
-1,355,395
Closed -$58.9M – 61
2016
Q1 		$58.9M Buy
1,355,395
+580,614
+75% +$23M 0.9% 30
2015
Q4 		$26.6M Buy
774,781
+66,277
+9% +$2.62M 0.41% 46
2015
Q3 		$29.4M Buy
708,504
+119,145
+20% +$5.32M 0.45% 41
2015
Q2 		$26.9M Buy
589,359
+48,074
+9% +$2.31M 0.37% 53
2015
Q1 		$25.8M Buy
541,285
+75,554
+16% +$3.74M 0.39% 48
2014
Q4 		$22.3M Buy
+465,731
New +$21.5M 0.33% 47

Other funds holding APU

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Invesco
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Citigroup
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WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return