Legacy Capital Partners’s AmeriGas Partners, L.P. APU Stock Holding History

Legacy Capital Partners’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	-8,000	Closed	-$279K	–	152
2019 Q2	$279K	Sell	8,000 -9,500	-54%	-$333K	0.12%	117
2019 Q1	$540K	Hold	17,500	–	–	0.25%	78
2018 Q4	$443K	Buy	17,500 +7,500	+75%	+$261K	0.23%	86
2018 Q3	$395K	Hold	10,000	–	–	0.18%	97
2018 Q2	$422K	Hold	10,000	–	–	0.21%	95
2018 Q1	$400K	Buy	+10,000	New	+$444K	0.2%	93

Other funds holding APU

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Legacy Capital Partners's APU Position: Q3 2019 in Review

Legacy Capital Partners sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 8,000 shares — an estimated $279K sold.

Legacy Capital Partners first reported a position in APU in Q1 2018 and held it in 6 quarters. The position peaked at $540K in Q1 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Legacy Capital Partners reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Legacy Capital Partners sold 8,000 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $279K.
Legacy Capital Partners first reported a position in AmeriGas Partners, L.P. in Q1 2018 and held it in 6 quarters.
Legacy Capital Partners's AmeriGas Partners, L.P. position peaked at $540K in Q1 2019.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Legacy Capital Partners's 13F filing for Q3 2019, filed 22 Oct 2019.