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

Icon Wealth Partners’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	-127	Closed	-$4K	–	892
2019 Q1	$4K	Buy	+127	New	+$3.71K	﹤0.01%	795
2018 Q3	–	Sell	-127	Closed	-$5K	–	806
2018 Q2	$5K	Buy	+127	New	+$5.29K	﹤0.01%	768
2018 Q1	–	Sell	-127	Closed	-$6K	–	826
2017 Q4	$6K	Buy	+127	New	+$5.72K	﹤0.01%	772

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

Icon Wealth Partners's APU Position: Q2 2019 in Review

Icon Wealth Partners sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 127 shares — an estimated $4K sold.

Icon Wealth Partners first reported a position in APU in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Icon Wealth Partners reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 127 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $4K.
Icon Wealth Partners first reported a position in AmeriGas Partners, L.P. in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's AmeriGas Partners, L.P. position peaked at $6K in Q4 2017.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.