Morgan Stanley
APU

Morgan Stanley’s AmeriGas Partners, L.P. APU Stock Holding History

Morgan Stanley’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
-1,461,145
Closed -$50.9M – 6918
2019
Q2 		$50.9M Buy
1,461,145
+921,672
+171% +$32.3M 0.01% 844
2019
Q1 		$16.7M Sell
539,473
-316,064
-37% -$9.24M ﹤0.01% 1585
2018
Q4 		$21.6M Buy
855,537
+487,789
+133% +$16.9M 0.01% 1394
2018
Q3 		$14.5M Sell
367,748
-90,590
-20% -$3.71M ﹤0.01% 2004
2018
Q2 		$19.4M Buy
458,338
+27,819
+6% +$1.16M 0.01% 1676
2018
Q1 		$17.2M Buy
430,519
+62,258
+17% +$2.76M ﹤0.01% 1805
2017
Q4 		$17M Buy
368,261
+109,419
+42% +$4.92M ﹤0.01% 1828
2017
Q3 		$11.6M Sell
258,842
-31,908
-11% -$1.41M ﹤0.01% 2130
2017
Q2 		$13.1M Sell
290,750
-79,223
-21% -$3.56M ﹤0.01% 1912
2017
Q1 		$17.4M Buy
369,973
+130,433
+54% +$6.17M 0.01% 1675
2016
Q4 		$11.5M Sell
239,540
-79,163
-25% -$3.63M ﹤0.01% 2101
2016
Q3 		$14.6M Sell
318,703
-43,571
-12% -$2.04M 0.01% 1705
2016
Q2 		$16.9M Sell
362,274
-152,775
-30% -$6.7M 0.01% 1548
2016
Q1 		$22.4M Buy
515,049
+35,498
+7% +$1.41M 0.01% 1238
2015
Q4 		$16.4M Buy
479,551
+45,029
+10% +$1.78M 0.01% 1561
2015
Q3 		$18M Sell
434,522
-36,114
-8% -$1.61M 0.01% 1462
2015
Q2 		$21.5M Buy
470,636
+46,512
+11% +$2.24M 0.01% 1437
2015
Q1 		$20.2M Sell
424,124
-171
-0% -$8.46K 0.01% 1459
2014
Q4 		$20.3M Sell
424,295
-219,656
-34% -$10.2M 0.01% 1481
2014
Q3 		$29.4M Sell
643,951
-81,475
-11% -$3.71M 0.01% 1151
2014
Q2 		$32.9M Buy
725,426
+234,229
+48% +$10.7M 0.01% 1047
2014
Q1 		$20.8M Buy
491,197
+157,418
+47% +$6.69M 0.01% 1344
2013
Q4 		$14.9M Buy
333,779
+7,064
+2% +$307K 0.01% 1596
2013
Q3 		$14.1M Buy
326,715
+169,205
+107% +$7.52M 0.01% 1502
2013
Q2 		$7.79M Buy
+157,510
New +$7.25M ﹤0.01% 1913

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

Morgan Stanley's APU Position: Q3 2019 in Review

Morgan Stanley sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 1,461,145 shares — an estimated $50.9M sold.

Morgan Stanley first reported a position in APU in Q2 2013 and held it in 25 quarters. The position peaked at $50.9M in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Morgan Stanley reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Morgan Stanley sold 1,461,145 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $50.9M.
  • Morgan Stanley first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 25 quarters.
  • Morgan Stanley's AmeriGas Partners, L.P. position peaked at $50.9M in Q2 2019.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Morgan Stanley's 13F filing for Q3 2019, filed 14 Nov 2019.