Nelson Capital Management’s AmeriGas Partners, L.P. APU Stock Holding History

Nelson Capital Management’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	-745	Closed	-$23K	–	336
2019 Q1	$23K	Hold	745	–	–	0.01%	181
2018 Q4	$19K	Hold	745	–	–	0.01%	193
2018 Q3	$29K	Buy	+745	New	+$30.5K	0.01%	164

Other funds holding APU

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nelson Capital Management's APU Position: Q2 2019 in Review

Nelson Capital Management sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 745 shares — an estimated $23K sold.

Nelson Capital Management first reported a position in APU in Q3 2018 and held it in 3 quarters. The position peaked at $29K in Q3 2018. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Nelson Capital Management reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Nelson Capital Management sold 745 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $23K.
Nelson Capital Management first reported a position in AmeriGas Partners, L.P. in Q3 2018 and held it in 3 quarters.
Nelson Capital Management's AmeriGas Partners, L.P. position peaked at $29K in Q3 2018.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Nelson Capital Management's 13F filing for Q2 2019, filed 25 Jul 2019.