HM Payson & Co’s AmeriGas Partners, L.P. APU Stock Holding History

HM Payson & Co’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	-10,750	Closed	-$375K	–	999
2019 Q2	$375K	Sell	10,750 -134	-1%	-$4.69K	0.01%	303
2019 Q1	$336K	Buy	+10,884	New	+$318K	0.01%	216
2018 Q4	–	Sell	-13,884	Closed	-$549K	–	354
2018 Q3	$549K	Buy	+13,884	New	+$569K	0.02%	220
2018 Q2	–	Sell	-13,884	Closed	-$555K	–	365
2018 Q1	$555K	Hold	13,884	–	–	0.02%	223
2017 Q4	$642K	Hold	13,884	–	–	0.03%	227
2017 Q3	$624K	Hold	13,884	–	–	0.03%	220
2017 Q2	$627K	Hold	13,884	–	–	0.03%	218
2017 Q1	$654K	Hold	13,884	–	–	0.03%	210
2016 Q4	$665K	Hold	13,884	–	–	0.03%	210
2016 Q3	$634K	Hold	13,884	–	–	0.03%	212
2016 Q2	$648K	Sell	13,884 -500	-3%	-$21.9K	0.03%	203
2016 Q1	$625K	Hold	14,384	–	–	0.03%	198
2015 Q4	$493K	Hold	14,384	–	–	0.03%	216
2015 Q3	$597K	Buy	+14,384	New	+$642K	0.03%	201

Other funds holding APU

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

HM Payson & Co's APU Position: Q3 2019 in Review

HM Payson & Co sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 10,750 shares — an estimated $375K sold.

HM Payson & Co first reported a position in APU in Q3 2015 and held it in 14 quarters. The position peaked at $665K in Q4 2016. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

HM Payson & Co reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
HM Payson & Co sold 10,750 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $375K.
HM Payson & Co first reported a position in AmeriGas Partners, L.P. in Q3 2015 and held it in 14 quarters.
HM Payson & Co's AmeriGas Partners, L.P. position peaked at $665K in Q4 2016.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on HM Payson & Co's 13F filing for Q3 2019, filed 12 Nov 2019.