MGIA
APU

Moneta Group Investment Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-1,187
Closed -$50K – 401
2018
Q2 		$50K Sell
1,187
-48,935
-98% -$2.04M 0.01% 309
2018
Q1 		$50K Buy
+50,122
New +$2.22M 0.01% 324

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Moneta Group Investment Advisors's APU Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2018, closing a stake of 1,187 shares — an estimated $50K sold.

Moneta Group Investment Advisors first reported a position in APU in Q1 2018 and held it in 2 quarters. The position peaked at $50K in Q2 2018. 233 funds tracked by Wall St. Rank hold APU as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,187 AmeriGas Partners, L.P. shares in Q3 2018, an estimated $50K.
  • Moneta Group Investment Advisors first reported a position in AmeriGas Partners, L.P. in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's AmeriGas Partners, L.P. position peaked at $50K in Q2 2018.
  • 233 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.