MIS
APU

Morningstar Investment Services’s AmeriGas Partners, L.P. APU Stock Holding History

Morningstar Investment 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
2019
Q2 		– Sell
-137,686
Closed -$4.25M – 224
2019
Q1 		$4.25M Sell
137,686
-6,210
-4% -$182K 0.07% 136
2018
Q4 		$3.64M Sell
143,896
-8,761
-6% -$304K 0.07% 124
2018
Q3 		$6.03M Sell
152,657
-10,860
-7% -$445K 0.11% 121
2018
Q2 		$6.9M Sell
163,517
-26,194
-14% -$1.09M 0.13% 120
2018
Q1 		$7.58M Sell
189,711
-27,357
-13% -$1.21M 0.15% 117
2017
Q4 		$10M Sell
217,068
-21,081
-9% -$949K 0.2% 101
2017
Q3 		$10.7M Sell
238,149
-14,272
-6% -$630K 0.23% 94
2017
Q2 		$11.4M Sell
252,421
-1,459
-0.6% -$65.5K 0.26% 90
2017
Q1 		$12M Sell
253,880
-3,067
-1% -$145K 0.3% 82
2016
Q4 		$12.3M Buy
256,947
+8,168
+3% +$374K 0.4% 70
2016
Q3 		$11.4M Buy
248,779
+21,809
+10% +$1.02M 0.33% 82
2016
Q2 		$10.5M Buy
226,970
+17,112
+8% +$750K 0.33% 80
2016
Q1 		$9.12M Buy
209,858
+18,711
+10% +$742K 0.31% 87
2015
Q4 		$6.55M Buy
191,147
+6,284
+3% +$248K 0.26% 95
2015
Q3 		$7.68M Sell
184,863
-2,851
-2% -$127K 0.33% 85
2015
Q2 		$8.58M Buy
187,714
+6,141
+3% +$295K 0.37% 81
2015
Q1 		$8.67M Buy
181,573
+12,397
+7% +$614K 0.38% 79
2014
Q4 		$8.11M Buy
169,176
+10,397
+7% +$481K 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% +$383K 0.38% 68
2013
Q4 		$5.43M Buy
121,791
+6,490
+6% +$282K 0.41% 68
2013
Q3 		$4.96M Buy
115,301
+10,955
+10% +$487K 0.43% 64
2013
Q2 		$5.16M Buy
+104,346
New +$4.8M 0.54% 51

Other funds holding APU

WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morningstar Investment Services's APU Position: Q2 2019 in Review

Morningstar Investment Services sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 137,686 shares — an estimated $4.25M sold.

Morningstar Investment Services first reported a position in APU in Q2 2013 and held it in 24 quarters. The position peaked at $12.3M in Q4 2016. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

  • Morningstar Investment Services reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • Morningstar Investment Services sold 137,686 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $4.25M.
  • Morningstar Investment Services first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 24 quarters.
  • Morningstar Investment Services's AmeriGas Partners, L.P. position peaked at $12.3M in Q4 2016.
  • 210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Morningstar Investment Services's 13F filing for Q2 2019, filed 13 Aug 2019.