MWM
APU

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

MinichMacGregor 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
2018
Q4 		– Sell
-1,246
Closed -$49K – 587
2018
Q3 		$49K Buy
1,246
+5
+0.4% +$205 0.03% 124
2018
Q2 		$51K Buy
1,241
+6
+0.5% +$250 0.04% 114
2018
Q1 		$49K Buy
1,235
+5
+0.4% +$222 0.04% 115
2017
Q4 		$56K Buy
1,230
+4
+0.3% +$180 0.04% 104
2017
Q3 		$55K Buy
1,226
+5
+0.4% +$221 0.05% 98
2017
Q2 		$55K Sell
1,221
-45
-4% -$2.02K 0.05% 98
2017
Q1 		$59K Buy
1,266
+4
+0.3% +$189 0.05% 94
2016
Q4 		$60K Buy
1,262
+4
+0.3% +$183 0.06% 94
2016
Q3 		$57K Buy
1,258
+5
+0.4% +$234 0.05% 107
2016
Q2 		$58K Buy
1,253
+4
+0.3% +$175 0.05% 99
2016
Q1 		$54K Buy
1,249
+1,012
+427% +$40.1K 0.05% 100
2015
Q4 		$11K Buy
+237
New +$9.36K 0.01% 227

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MinichMacGregor Wealth Management's APU Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 1,246 shares — an estimated $49K sold.

MinichMacGregor Wealth Management first reported a position in APU in Q4 2015 and held it in 12 quarters. The position peaked at $60K in Q4 2016. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,246 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $49K.
  • MinichMacGregor Wealth Management first reported a position in AmeriGas Partners, L.P. in Q4 2015 and held it in 12 quarters.
  • MinichMacGregor Wealth Management's AmeriGas Partners, L.P. position peaked at $60K in Q4 2016.
  • 212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.