Level Four Advisory Services’s AmeriGas Partners, L.P. APU Stock Holding History

Level Four Advisory Services’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
2018 Q3	–	Sell	-5,409	Closed	-$228K	–	639
2018 Q2	$228K	Sell	5,409 -519	-9%	-$21.6K	0.02%	552
2018 Q1	$237K	Sell	5,928 -371	-6%	-$16.5K	0.02%	478
2017 Q4	$291K	Buy	6,299 +371	+6%	+$16.7K	0.02%	460
2017 Q3	$266K	Buy	5,928 +161	+3%	+$7.1K	0.02%	444
2017 Q2	$273K	Hold	5,767	–	–	0.04%	395
2017 Q1	$273K	Buy	5,767 +1,543	+37%	+$72.9K	0.03%	432
2016 Q4	$202K	Buy	+4,224	New	+$193K	0.03%	444

Other funds holding APU

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Level Four Advisory Services's APU Position: Q3 2018 in Review

Level Four Advisory Services sold out of AmeriGas Partners, L.P. (APU) in Q3 2018, closing a stake of 5,409 shares — an estimated $228K sold.

Level Four Advisory Services first reported a position in APU in Q4 2016 and held it in 7 quarters. The position peaked at $291K in Q4 2017. 233 funds tracked by Wall St. Rank hold APU as of Q3 2018.

Level Four Advisory Services reported no remaining AmeriGas Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Level Four Advisory Services sold 5,409 AmeriGas Partners, L.P. shares in Q3 2018, an estimated $228K.
Level Four Advisory Services first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 7 quarters.
Level Four Advisory Services's AmeriGas Partners, L.P. position peaked at $291K in Q4 2017.
233 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2018.

Based on Level Four Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.