LWM
APU

Liberty Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History

Liberty Wealth 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
-1,408
Closed -$49K – 1033
2019
Q2 		$49K Buy
1,408
+703
+100% +$24.6K 0.04% 248
2019
Q1 		$21K Hold
705
– – 0.02% 342
2018
Q4 		$17K Buy
+705
New +$24.5K 0.01% 358

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Liberty Wealth Management's APU Position: Q3 2019 in Review

Liberty Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 1,408 shares — an estimated $49K sold.

Liberty Wealth Management first reported a position in APU in Q4 2018 and held it in 3 quarters. The position peaked at $49K in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Liberty Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 1,408 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $49K.
  • Liberty Wealth Management first reported a position in AmeriGas Partners, L.P. in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's AmeriGas Partners, L.P. position peaked at $49K in Q2 2019.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.