McAdam LLC’s AmeriGas Partners, L.P. APU Stock Holding History

McAdam LLC’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 Q4	–	Sell	-390	Closed	-$15K	–	713
2018 Q3	$15K	Hold	390	–	–	0.01%	298
2018 Q2	$16K	Hold	390	–	–	0.01%	279
2018 Q1	$16K	Buy	+390	New	+$17.3K	0.01%	276

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

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

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

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McAdam LLC's APU Position: Q4 2018 in Review

McAdam LLC sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 390 shares — an estimated $15K sold.

McAdam LLC first reported a position in APU in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

McAdam LLC reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 390 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $15K.
McAdam LLC first reported a position in AmeriGas Partners, L.P. in Q1 2018 and held it in 3 quarters.
McAdam LLC's AmeriGas Partners, L.P. position peaked at $16K in Q2 2018.
212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.