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

Hollow Brook 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
2018 Q2	–	Sell	-6,723	Closed	-$269K	–	62
2018 Q1	$269K	Buy	6,723 +1,400	+26%	+$62.1K	0.22%	47
2017 Q4	$246K	Hold	5,323	–	–	0.18%	44
2017 Q3	$239K	Hold	5,323	–	–	0.17%	43
2017 Q2	$240K	Buy	+5,323	New	+$239K	0.16%	42
2016 Q2	–	Sell	-7,024	Closed	-$305K	–	53
2016 Q1	$305K	Hold	7,024	–	–	0.18%	36
2015 Q4	$241K	Buy	7,024 +2,024	+40%	+$79.9K	0.12%	44
2015 Q3	$208K	Hold	5,000	–	–	0.1%	49
2015 Q2	$229K	Hold	5,000	–	–	0.09%	49
2015 Q1	$239K	Hold	5,000	–	–	0.08%	48
2014 Q4	$240K	Hold	5,000	–	–	0.08%	54
2014 Q3	$228K	Hold	5,000	–	–	0.07%	57
2014 Q2	$227K	Buy	+5,000	New	+$228K	0.08%	51

Other funds holding APU

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Hollow Brook Wealth Management's APU Position: Q2 2018 in Review

Hollow Brook Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q2 2018, closing a stake of 6,723 shares — an estimated $269K sold.

Hollow Brook Wealth Management first reported a position in APU in Q2 2014 and held it in 12 quarters. The position peaked at $305K in Q1 2016. 230 funds tracked by Wall St. Rank hold APU as of Q2 2018.

Hollow Brook Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q2 2018 after selling out during the quarter.
Hollow Brook Wealth Management sold 6,723 AmeriGas Partners, L.P. shares in Q2 2018, an estimated $269K.
Hollow Brook Wealth Management first reported a position in AmeriGas Partners, L.P. in Q2 2014 and held it in 12 quarters.
Hollow Brook Wealth Management's AmeriGas Partners, L.P. position peaked at $305K in Q1 2016.
230 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2018.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.