MWM
APU

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 $7.52B AUM 29.01% 1-Year Est. Return
WB
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