Intersect Capital’s AmeriGas Partners, L.P. APU Stock Holding History

Intersect Capital’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	-17,430	Closed	-$607K	–	182
2019 Q2	$607K	Buy	+17,430	New	+$610K	0.23%	76
2019 Q1	–	Hold	0	–	–	–	58
2018 Q4	–	Hold	0	–	–	–	68
2018 Q3	–	Hold	0	–	–	–	41
2018 Q2	–	Hold	0	–	–	–	38
2018 Q1	–	Hold	0	–	–	–	37
2017 Q4	–	Hold	0	–	–	–	36
2017 Q3	–	Hold	0	–	–	–	35
2017 Q2	–	Sell	-20,185	Closed	-$906K	–	35
2017 Q1	$951K	Sell	20,185 -660	-3%	-$31.2K	0.83%	31
2016 Q4	$999K	Hold	20,845	–	–	0.75%	34
2016 Q3	$952K	Sell	20,845 -3,635	-15%	-$170K	0.75%	35
2016 Q2	$1.14M	Hold	24,480	–	–	0.69%	37
2016 Q1	$1.06M	Buy	24,480 +4,300	+21%	+$170K	0.67%	36
2015 Q4	$692K	Buy	20,180 +1,450	+8%	+$57.3K	0.59%	39
2015 Q3	$778K	Buy	18,730 +4,680	+33%	+$209K	0.71%	33
2015 Q2	$642K	Hold	14,050	–	–	0.54%	44
2015 Q1	$685K	Hold	14,050	–	–	0.53%	39
2014 Q4	$673K	Buy	+14,050	New	+$649K	0.56%	39

Other funds holding APU

ASN

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

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Intersect Capital's APU Position: Q3 2019 in Review

Intersect Capital sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 17,430 shares — an estimated $607K sold.

Intersect Capital first reported a position in APU in Q4 2014 and held it in 11 quarters. The position peaked at $1.14M in Q2 2016. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Intersect Capital reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Intersect Capital sold 17,430 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $607K.
Intersect Capital first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 11 quarters.
Intersect Capital's AmeriGas Partners, L.P. position peaked at $1.14M in Q2 2016.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Intersect Capital's 13F filing for Q3 2019, filed 5 Nov 2019.