NewEdge Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

NewEdge Advisors’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
2018 Q4	–	Sell	-7,335	Closed	-$290K	–	742
2018 Q3	$290K	Buy	7,335 +1,488	+25%	+$61K	0.02%	503
2018 Q2	$244	Sell	5,847 -1,303	-18%	-$54.2K	0.02%	462
2018 Q1	$287K	Sell	7,150 -8,069	-53%	-$358K	0.03%	359
2017 Q4	$725K	Sell	15,219 -899	-6%	-$40.5K	0.1%	197
2017 Q3	$723K	Buy	16,118 +134	+0.8%	+$5.91K	0.11%	181
2017 Q2	$712K	Buy	15,984 +691	+5%	+$31K	0.12%	159
2017 Q1	$723K	Buy	15,293 +3,976	+35%	+$188K	0.16%	135
2016 Q4	$548K	Sell	11,317 -845	-7%	-$38.7K	0.15%	139
2016 Q3	$555K	Buy	12,162 +2,374	+24%	+$111K	0.18%	111
2016 Q2	$457K	Buy	+9,788	New	+$429K	0.19%	99

Other funds holding APU

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Advisors's APU Position: Q4 2018 in Review

NewEdge Advisors sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 7,335 shares — an estimated $290K sold.

NewEdge Advisors first reported a position in APU in Q2 2016 and held it in 10 quarters. The position peaked at $725K in Q4 2017. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

NewEdge Advisors reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
NewEdge Advisors sold 7,335 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $290K.
NewEdge Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2016 and held it in 10 quarters.
NewEdge Advisors's AmeriGas Partners, L.P. position peaked at $725K in Q4 2017.
212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on NewEdge Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.