Lee Financial’s AmeriGas Partners, L.P. APU Stock Holding History

Lee Financial’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	-475	Closed	-$17K	–	548
2019 Q2	$17K	Hold	475	–	–	﹤0.01%	282
2019 Q1	$15K	Hold	475	–	–	﹤0.01%	287
2018 Q4	$12K	Hold	475	–	–	﹤0.01%	270
2018 Q3	$19K	Hold	475	–	–	﹤0.01%	262
2018 Q2	$20K	Hold	475	–	–	﹤0.01%	354
2018 Q1	$19K	Hold	475	–	–	﹤0.01%	358
2017 Q4	$22K	Hold	475	–	–	0.01%	243
2017 Q3	$21K	Hold	475	–	–	0.01%	244
2017 Q2	$21K	Hold	475	–	–	0.01%	247
2017 Q1	$22K	Hold	475	–	–	0.01%	215
2016 Q4	$23K	Buy	+475	New	+$21.8K	0.01%	218

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

Lee Financial's APU Position: Q3 2019 in Review

Lee Financial sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 475 shares — an estimated $17K sold.

Lee Financial first reported a position in APU in Q4 2016 and held it in 11 quarters. The position peaked at $23K in Q4 2016. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Lee Financial reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Lee Financial sold 475 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $17K.
Lee Financial first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 11 quarters.
Lee Financial's AmeriGas Partners, L.P. position peaked at $23K in Q4 2016.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Lee Financial's 13F filing for Q3 2019, filed 8 Nov 2019.