MCWS
APU

McKinley Carter Wealth Services’s AmeriGas Partners, L.P. APU Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-3,001
Closed -$120K – 425
2018
Q1 		$120K Buy
+3,001
New +$133K 0.04% 205

Other funds holding APU

O
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McKinley Carter Wealth Services's APU Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of AmeriGas Partners, L.P. (APU) in Q2 2018, closing a stake of 3,001 shares — an estimated $120K sold.

McKinley Carter Wealth Services first reported a position in APU in Q1 2018 and held it in 1 quarter. The position peaked at $120K in Q1 2018. 230 funds tracked by Wall St. Rank hold APU as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining AmeriGas Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 3,001 AmeriGas Partners, L.P. shares in Q2 2018, an estimated $120K.
  • McKinley Carter Wealth Services first reported a position in AmeriGas Partners, L.P. in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's AmeriGas Partners, L.P. position peaked at $120K in Q1 2018.
  • 230 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.