LWAC
APU

Laurel Wealth Advisors (California)’s AmeriGas Partners, L.P. APU Stock Holding History

Laurel Wealth Advisors (California)’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
-34,069
Closed -$1.19M – 463
2019
Q2 		$1.19M Buy
34,069
+183
+0.5% +$6.41K 0.26% 104
2019
Q1 		$1.05M Sell
33,886
-789
-2% -$23.1K 0.26% 107
2018
Q4 		$877K Sell
34,675
-2,400
-6% -$83.4K 0.26% 101
2018
Q3 		$1.46M Buy
37,075
+154
+0.4% +$6.31K 0.36% 71
2018
Q2 		$1.56M Sell
36,921
-112
-0.3% -$4.66K 0.42% 65
2018
Q1 		$1.48M Hold
37,033
– – 0.46% 57
2017
Q4 		$1.71M Hold
37,033
– – 0.49% 55
2017
Q3 		$1.66M Buy
37,033
+66
+0.2% +$2.91K 0.56% 44
2017
Q2 		$1.67M Hold
36,967
– – 0.59% 39
2017
Q1 		$1.74M Sell
36,967
-318
-0.9% -$15K 0.67% 36
2016
Q4 		$1.79M Sell
37,285
-895
-2% -$41K 0.79% 26
2016
Q3 		$1.74M Sell
38,180
-359
-0.9% -$16.8K 0.82% 24
2016
Q2 		$1.8M Buy
38,539
+150
+0.4% +$6.58K 0.86% 25
2016
Q1 		$1.67M Sell
38,389
-66
-0.2% -$2.62K 0.84% 26
2015
Q4 		$1.32M Buy
+38,455
New +$1.52M 0.68% 38

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

Laurel Wealth Advisors (California)'s APU Position: Q3 2019 in Review

Laurel Wealth Advisors (California) sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 34,069 shares — an estimated $1.19M sold.

Laurel Wealth Advisors (California) first reported a position in APU in Q4 2015 and held it in 15 quarters. The position peaked at $1.8M in Q2 2016. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Laurel Wealth Advisors (California) reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 34,069 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $1.19M.
  • Laurel Wealth Advisors (California) first reported a position in AmeriGas Partners, L.P. in Q4 2015 and held it in 15 quarters.
  • Laurel Wealth Advisors (California)'s AmeriGas Partners, L.P. position peaked at $1.8M in Q2 2016.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2019, filed 13 Nov 2019.