IA
APU

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

IFP 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
Q1 		– Sell
-9,378
Closed -$230K – 3838
2018
Q4 		$230K Sell
9,378
-2,335
-20% -$81.1K 0.01% 811
2018
Q3 		$463K Sell
11,713
-12,132
-51% -$497K 0.02% 700
2018
Q2 		$1.01M Sell
23,845
-2,701
-10% -$112K 0.04% 413
2018
Q1 		$1.23M Hold
26,546
– – 0.06% 340
2017
Q4 		$1.23M Buy
26,546
+85
+0.3% +$3.83K 0.06% 341
2017
Q3 		$1.19M Buy
26,461
+1,437
+6% +$63.4K 0.05% 390
2017
Q2 		$1.13M Buy
25,024
+708
+3% +$31.8K 0.05% 399
2017
Q1 		$1.15M Buy
24,316
+2,496
+11% +$118K 0.05% 388
2016
Q4 		$1.05M Buy
21,820
+5,431
+33% +$249K 0.05% 365
2016
Q3 		$748K Buy
16,389
+294
+2% +$13.7K 0.04% 443
2016
Q2 		$752K Buy
+16,095
New +$706K 0.04% 421
2016
Q1 		– Sell
-15,296
Closed -$524K – 3824
2015
Q4 		$524K Buy
+15,296
New +$604K 0.04% 491

Other funds holding APU

O
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

IFP Advisors's APU Position: Q1 2019 in Review

IFP Advisors sold out of AmeriGas Partners, L.P. (APU) in Q1 2019, closing a stake of 9,378 shares — an estimated $230K sold.

IFP Advisors first reported a position in APU in Q4 2015 and held it in 12 quarters. The position peaked at $1.23M in Q1 2018. 220 funds tracked by Wall St. Rank hold APU as of Q1 2019.

  • IFP Advisors reported no remaining AmeriGas Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 9,378 AmeriGas Partners, L.P. shares in Q1 2019, an estimated $230K.
  • IFP Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's AmeriGas Partners, L.P. position peaked at $1.23M in Q1 2018.
  • 220 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.