KFGK
APU

Keystone Financial Group (Kentucky)’s AmeriGas Partners, L.P. APU Stock Holding History

Keystone Financial Group (Kentucky)’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
2018
Q3 		– Sell
-4,808
Closed -$201K – 191
2018
Q2 		$201K Sell
4,808
-538
-10% -$22.4K 0.11% 160
2018
Q1 		$215K Sell
5,346
-98
-2% -$4.35K 0.12% 143
2017
Q4 		$259K Buy
+5,444
New +$245K 0.16% 102

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s APU Position: Q3 2018 in Review

Keystone Financial Group (Kentucky) sold out of AmeriGas Partners, L.P. (APU) in Q3 2018, closing a stake of 4,808 shares — an estimated $201K sold.

Keystone Financial Group (Kentucky) first reported a position in APU in Q4 2017 and held it in 3 quarters. The position peaked at $259K in Q4 2017. 233 funds tracked by Wall St. Rank hold APU as of Q3 2018.

  • Keystone Financial Group (Kentucky) reported no remaining AmeriGas Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 4,808 AmeriGas Partners, L.P. shares in Q3 2018, an estimated $201K.
  • Keystone Financial Group (Kentucky) first reported a position in AmeriGas Partners, L.P. in Q4 2017 and held it in 3 quarters.
  • Keystone Financial Group (Kentucky)'s AmeriGas Partners, L.P. position peaked at $259K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2018.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2018, filed 6 Nov 2018.