KPW
APU

Kore Private Wealth’s AmeriGas Partners, L.P. APU Stock Holding History

Kore Private Wealth’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
-11,099
Closed -$387K – 245
2019
Q2 		$387K Hold
11,099
– – 0.09% 149
2019
Q1 		$343K Buy
+11,099
New +$325K 0.08% 149

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.06B AUM 19.66% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Kore Private Wealth's APU Position: Q3 2019 in Review

Kore Private Wealth sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 11,099 shares — an estimated $387K sold.

Kore Private Wealth first reported a position in APU in Q1 2019 and held it in 2 quarters. The position peaked at $387K in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Kore Private Wealth reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Kore Private Wealth sold 11,099 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $387K.
  • Kore Private Wealth first reported a position in AmeriGas Partners, L.P. in Q1 2019 and held it in 2 quarters.
  • Kore Private Wealth's AmeriGas Partners, L.P. position peaked at $387K in Q2 2019.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Kore Private Wealth's 13F filing for Q3 2019, filed 12 Nov 2019.