Leavell Investment Management’s AmeriGas Partners, L.P. APU Stock Holding History

Leavell Investment Management’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	-7,000	Closed	-$244K	–	394
2019 Q2	$244K	Buy	7,000 +500	+8%	+$17.5K	0.03%	349
2019 Q1	$201K	Buy	+6,500	New	+$190K	0.02%	368
2018 Q4	–	Sell	-6,500	Closed	-$257K	–	381
2018 Q3	$257K	Hold	6,500	–	–	0.03%	339
2018 Q2	$274K	Hold	6,500	–	–	0.03%	333
2018 Q1	$260K	Hold	6,500	–	–	0.03%	333
2017 Q4	$300K	Hold	6,500	–	–	0.04%	320
2017 Q3	$292K	Hold	6,500	–	–	0.04%	311
2017 Q2	$294K	Hold	6,500	–	–	0.04%	319
2017 Q1	$306K	Hold	6,500	–	–	0.04%	303
2016 Q4	$311K	Hold	6,500	–	–	0.04%	298
2016 Q3	$297K	Buy	6,500 +1,000	+18%	+$46.7K	0.04%	307
2016 Q2	$257K	Hold	5,500	–	–	0.04%	335
2016 Q1	$239K	Buy	+5,500	New	+$218K	0.04%	337

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

Leavell Investment Management's APU Position: Q3 2019 in Review

Leavell Investment Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 7,000 shares — an estimated $244K sold.

Leavell Investment Management first reported a position in APU in Q1 2016 and held it in 13 quarters. The position peaked at $311K in Q4 2016. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Leavell Investment Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Leavell Investment Management sold 7,000 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $244K.
Leavell Investment Management first reported a position in AmeriGas Partners, L.P. in Q1 2016 and held it in 13 quarters.
Leavell Investment Management's AmeriGas Partners, L.P. position peaked at $311K in Q4 2016.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Leavell Investment Management's 13F filing for Q3 2019, filed 28 Oct 2019.