Morningstar Investment Services’s AmeriGas Partners, L.P. APU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-137,686
| Closed | -$4.25M | – | 224 |
|
|
2019
Q1 | $4.25M | Sell |
137,686
-6,210
| -4% | -$192K | 0.07% | 136 |
|
|
2018
Q4 | $3.64M | Sell |
143,896
-8,761
| -6% | -$222K | 0.07% | 124 |
|
|
2018
Q3 | $6.03M | Sell |
152,657
-10,860
| -7% | -$429K | 0.11% | 121 |
|
|
2018
Q2 | $6.9M | Sell |
163,517
-26,194
| -14% | -$1.11M | 0.13% | 120 |
|
|
2018
Q1 | $7.58M | Sell |
189,711
-27,357
| -13% | -$1.09M | 0.15% | 117 |
|
|
2017
Q4 | $10M | Sell |
217,068
-21,081
| -9% | -$975K | 0.2% | 101 |
|
|
2017
Q3 | $10.7M | Sell |
238,149
-14,272
| -6% | -$641K | 0.23% | 94 |
|
|
2017
Q2 | $11.4M | Sell |
252,421
-1,459
| -0.6% | -$65.9K | 0.26% | 90 |
|
|
2017
Q1 | $12M | Sell |
253,880
-3,067
| -1% | -$144K | 0.3% | 82 |
|
|
2016
Q4 | $12.3M | Buy |
256,947
+8,168
| +3% | +$391K | 0.4% | 70 |
|
|
2016
Q3 | $11.4M | Buy |
248,779
+21,809
| +10% | +$996K | 0.33% | 82 |
|
|
2016
Q2 | $10.5M | Buy |
226,970
+17,112
| +8% | +$795K | 0.33% | 80 |
|
|
2016
Q1 | $9.12M | Buy |
209,858
+18,711
| +10% | +$813K | 0.31% | 87 |
|
|
2015
Q4 | $6.55M | Buy |
191,147
+6,284
| +3% | +$215K | 0.26% | 95 |
|
|
2015
Q3 | $7.68M | Sell |
184,863
-2,851
| -2% | -$118K | 0.33% | 85 |
|
|
2015
Q2 | $8.58M | Buy |
187,714
+6,141
| +3% | +$281K | 0.37% | 81 |
|
|
2015
Q1 | $8.67M | Buy |
181,573
+12,397
| +7% | +$592K | 0.38% | 79 |
|
|
2014
Q4 | $8.11M | Buy |
169,176
+10,397
| +7% | +$498K | 0.38% | 74 |
|
|
2014
Q3 | $7.24M | Buy |
158,779
+2,273
| +1% | +$104K | 0.37% | 74 |
|
|
2014
Q2 | $7.1M | Buy |
156,506
+25,702
| +20% | +$1.17M | 0.41% | 67 |
|
|
2014
Q1 | $5.53M | Buy |
130,804
+9,013
| +7% | +$381K | 0.38% | 68 |
|
|
2013
Q4 | $5.43M | Buy |
121,791
+6,490
| +6% | +$289K | 0.41% | 68 |
|
|
2013
Q3 | $4.96M | Buy |
115,301
+10,955
| +10% | +$471K | 0.43% | 64 |
|
|
2013
Q2 | $5.16M | Buy |
+104,346
| New | +$5.16M | 0.54% | 51 |
|