Mariner Independent Advisor Network’s AmeriGas Partners, L.P. APU Stock Holding History

Mariner Independent Advisor Network’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 Q2	–	Sell	-33,723	Closed	-$1.05M	–	394
2019 Q1	$1.05M	Hold	33,723	–	–	0.09%	227
2018 Q4	$1M	Buy	33,723 +405	+1%	+$14.1K	0.09%	225
2018 Q3	$1.32M	Buy	+33,318	New	+$1.37M	0.16%	128

Other funds holding APU

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

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

Mariner Independent Advisor Network's APU Position: Q2 2019 in Review

Mariner Independent Advisor Network sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 33,723 shares — an estimated $1.05M sold.

Mariner Independent Advisor Network first reported a position in APU in Q3 2018 and held it in 3 quarters. The position peaked at $1.32M in Q3 2018. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Mariner Independent Advisor Network reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 33,723 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $1.05M.
Mariner Independent Advisor Network first reported a position in AmeriGas Partners, L.P. in Q3 2018 and held it in 3 quarters.
Mariner Independent Advisor Network's AmeriGas Partners, L.P. position peaked at $1.32M in Q3 2018.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2019, filed 13 Aug 2019.