MFW
APU

Mosaic Family Wealth’s AmeriGas Partners, L.P. APU Stock Holding History

Mosaic Family Wealth’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
-6,988
Closed -$243K – 177
2019
Q2 		$243K Buy
6,988
+29
+0.4% +$1.01K 0.1% 145
2019
Q1 		$215K Buy
6,959
+32
+0.5% +$936 0.09% 151
2018
Q4 		$175K Buy
6,927
+27
+0.4% +$938 0.07% 160
2018
Q3 		$237K Buy
6,900
+23
+0.3% +$943 0.1% 137
2018
Q2 		$290K Sell
6,877
-505
-7% -$21K 0.11% 129
2018
Q1 		$295K Buy
7,382
+20
+0.3% +$887 0.11% 125
2017
Q4 		$340K Buy
7,362
+20
+0.3% +$900 0.12% 119
2017
Q3 		$330K Buy
7,342
+344
+5% +$15.2K 0.13% 131
2017
Q2 		$316K Sell
6,998
-664
-9% -$29.8K 0.13% 131
2017
Q1 		$361K Buy
7,662
+17
+0.2% +$804 0.16% 115
2016
Q4 		$366K Buy
7,645
+17
+0.2% +$779 0.17% 115
2016
Q3 		$348K Sell
7,628
-308
-4% -$14.4K 0.16% 116
2016
Q2 		$371K Buy
7,936
+18
+0.2% +$789 0.18% 110
2016
Q1 		$344K Buy
7,918
+19
+0.2% +$753 0.17% 109
2015
Q4 		$270K Buy
+7,899
New +$312K 0.12% 125

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Mosaic Family Wealth's APU Position: Q3 2019 in Review

Mosaic Family Wealth sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 6,988 shares — an estimated $243K sold.

Mosaic Family Wealth first reported a position in APU in Q4 2015 and held it in 15 quarters. The position peaked at $371K in Q2 2016. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Mosaic Family Wealth reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 6,988 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $243K.
  • Mosaic Family Wealth first reported a position in AmeriGas Partners, L.P. in Q4 2015 and held it in 15 quarters.
  • Mosaic Family Wealth's AmeriGas Partners, L.P. position peaked at $371K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Mosaic Family Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.