IF
APU

Ironwood Financial’s AmeriGas Partners, L.P. APU Stock Holding History

Ironwood Financial’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
-1,331
Closed -$46K – 405
2019
Q2 		$46K Hold
1,331
– – 0.02% 122
2019
Q1 		$41K Hold
1,331
– – 0.02% 126
2018
Q4 		$34K Hold
1,331
– – 0.02% 137
2018
Q3 		$53K Hold
1,331
– – 0.03% 105
2018
Q2 		$56K Hold
1,331
– – 0.03% 80
2018
Q1 		$53K Hold
1,331
– – 0.06% 70
2017
Q4 		$62K Hold
1,331
– – 0.04% 72
2017
Q3 		$60K Hold
1,331
– – 0.04% 76
2017
Q2 		$60K Hold
1,331
– – 0.04% 75
2017
Q1 		$63K Hold
1,331
– – 0.04% 74
2016
Q4 		$64K Hold
1,331
– – 0.04% 79
2016
Q3 		$61K Hold
1,331
– – 0.04% 83
2016
Q2 		$62K Hold
1,331
– – 0.05% 83
2016
Q1 		$58K Buy
+1,331
New +$52.8K 0.04% 81
2015
Q3 		$55K Hold
1,331
– – 0.03% 107
2015
Q2 		$61K Hold
1,331
– – 0.03% 104
2015
Q1 		$64K Buy
+1,331
New +$65.9K 0.03% 101

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Ironwood Financial's APU Position: Q3 2019 in Review

Ironwood Financial sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 1,331 shares — an estimated $46K sold.

Ironwood Financial first reported a position in APU in Q1 2015 and held it in 17 quarters. The position peaked at $64K in Q4 2016. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Ironwood Financial reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Ironwood Financial sold 1,331 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $46K.
  • Ironwood Financial first reported a position in AmeriGas Partners, L.P. in Q1 2015 and held it in 17 quarters.
  • Ironwood Financial's AmeriGas Partners, L.P. position peaked at $64K in Q4 2016.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Ironwood Financial's 13F filing for Q3 2019, filed 31 Oct 2019.