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

JFS Wealth 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 Q3	–	Sell	-600	Closed	-$21K	–	545
2019 Q2	$21K	Hold	600	–	–	0.01%	302
2019 Q1	$19K	Hold	600	–	–	0.01%	304
2018 Q4	$15K	Hold	600	–	–	﹤0.01%	314
2018 Q3	$24K	Hold	600	–	–	0.01%	308
2018 Q2	$25K	Hold	600	–	–	0.01%	294
2018 Q1	$24K	Hold	600	–	–	0.01%	302
2017 Q4	$28K	Hold	600	–	–	0.01%	295
2017 Q3	$27K	Hold	600	–	–	0.01%	289
2017 Q2	$27K	Hold	600	–	–	0.01%	274
2017 Q1	$29K	Hold	600	–	–	0.01%	272
2016 Q4	$29K	Hold	600	–	–	0.01%	272
2016 Q3	$27K	Hold	600	–	–	0.01%	292
2016 Q2	$28K	Hold	600	–	–	0.01%	298
2016 Q1	$26K	Hold	600	–	–	0.01%	298
2015 Q4	$21K	Hold	600	–	–	0.01%	324
2015 Q3	$25K	Hold	600	–	–	0.01%	263
2015 Q2	$27K	Hold	600	–	–	0.01%	240
2015 Q1	$29K	Hold	600	–	–	0.01%	235
2014 Q4	$29K	Hold	600	–	–	﹤0.01%	252
2014 Q3	$27K	Hold	600	–	–	﹤0.01%	238
2014 Q2	$27K	Buy	+600	New	+$27.4K	﹤0.01%	237

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 $420M AUM 14.29% 1-Year Est. Return

JFS Wealth Advisors's APU Position: Q3 2019 in Review

JFS Wealth Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 600 shares — an estimated $21K sold.

JFS Wealth Advisors first reported a position in APU in Q2 2014 and held it in 21 quarters. The position peaked at $29K in Q1 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

JFS Wealth Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
JFS Wealth Advisors sold 600 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $21K.
JFS Wealth Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2014 and held it in 21 quarters.
JFS Wealth Advisors's AmeriGas Partners, L.P. position peaked at $29K in Q1 2017.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on JFS Wealth Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.