JP Morgan Private Wealth Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

JP Morgan Private 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	-23,072	Closed	-$804K	–	1512
2019 Q2	$804K	Buy	23,072 +2,987	+15%	+$105K	﹤0.01%	818
2019 Q1	$620K	Buy	20,085 +2,669	+15%	+$78.1K	﹤0.01%	949
2018 Q4	$441K	Sell	17,416 -17,280	-50%	-$600K	﹤0.01%	1016
2018 Q3	$1.37M	Buy	34,696 +831	+2%	+$34.1K	0.01%	728
2018 Q2	$1.43M	Buy	+33,865	New	+$1.41M	0.01%	672

Other funds holding APU

ASN

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

Webster Bank Waterbury, Connecticut $1.06B AUM 19.66% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

JP Morgan Private Wealth Advisors's APU Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 23,072 shares — an estimated $804K sold.

JP Morgan Private Wealth Advisors first reported a position in APU in Q2 2018 and held it in 5 quarters. The position peaked at $1.43M in Q2 2018. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

JP Morgan Private Wealth Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 23,072 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $804K.
JP Morgan Private Wealth Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2018 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's AmeriGas Partners, L.P. position peaked at $1.43M in Q2 2018.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.