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

Mascoma 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	-100	Closed	-$3K	–	384
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	337
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	344
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	334
2018 Q3	$4K	Buy	+100	New	+$4.1K	﹤0.01%	342
2017 Q3	–	Sell	-400	Closed	-$18K	–	425
2017 Q2	$18K	Hold	400	–	–	0.01%	249
2017 Q1	$19K	Hold	400	–	–	0.01%	224
2016 Q4	$19K	Buy	+400	New	+$18.3K	0.01%	220

Other funds holding APU

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

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

Mascoma Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in APU in Q4 2016 and held it in 7 quarters. The position peaked at $19K in Q1 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Mascoma Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 100 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $3K.
Mascoma Wealth Management first reported a position in AmeriGas Partners, L.P. in Q4 2016 and held it in 7 quarters.
Mascoma Wealth Management's AmeriGas Partners, L.P. position peaked at $19K in Q1 2017.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.