NEI
APU

Northwest & Ethical Investments’s AmeriGas Partners, L.P. APU Stock Holding History

Northwest & Ethical Investments’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
-27,726
Closed -$966K – 389
2019
Q2 		$966K Sell
27,726
-684
-2% -$23.9K 0.05% 320
2019
Q1 		$877K Sell
28,410
-29,859
-51% -$873K 0.05% 323
2018
Q4 		$1.47M Sell
58,269
-12,445
-18% -$432K 0.09% 278
2018
Q3 		$2.79M Buy
70,714
+5,017
+8% +$206K 0.18% 169
2018
Q2 		$2.77M Sell
65,697
-4,407
-6% -$183K 0.18% 165
2018
Q1 		$2.8M Sell
70,104
-10,744
-13% -$477K 0.19% 177
2017
Q4 		$3.74M Sell
80,848
-10,676
-12% -$481K 0.24% 129
2017
Q3 		$4.11M Buy
91,524
+5,549
+6% +$245K 0.26% 104
2017
Q2 		$3.88M Sell
85,975
-608
-0.7% -$27.3K 0.26% 101
2017
Q1 		$4.08M Buy
86,583
+11,135
+15% +$526K 0.28% 99
2016
Q4 		$3.62M Buy
75,448
+2,935
+4% +$134K 0.25% 105
2016
Q3 		$3.31M Sell
72,513
-4,922
-6% -$230K 0.23% 106
2016
Q2 		$3.62M Sell
77,435
-2,758
-3% -$121K 0.27% 95
2016
Q1 		$3.49M Buy
80,193
+16,380
+26% +$649K 0.24% 112
2015
Q4 		$2.19M Buy
63,813
+3,898
+7% +$154K 0.16% 144
2015
Q3 		$2.49M Buy
59,915
+2,630
+5% +$117K 0.19% 129
2015
Q2 		$2.62M Buy
57,285
+4,759
+9% +$229K 0.17% 142
2015
Q1 		$2.51M Sell
52,526
-5,723
-10% -$283K 0.18% 138
2014
Q4 		$2.79M Sell
58,249
-4,057
-7% -$188K 0.19% 131
2014
Q3 		$2.84M Buy
62,306
+7,389
+13% +$337K 0.19% 125
2014
Q2 		$2.49M Buy
54,917
+5,919
+12% +$270K 0.15% 149
2014
Q1 		$2.07M Buy
48,998
+6,423
+15% +$273K 0.14% 158
2013
Q4 		$1.9M Buy
42,575
+3,330
+8% +$145K 0.13% 164
2013
Q3 		$1.69M Buy
39,245
+18,230
+87% +$810K 0.12% 164
2013
Q2 		$1.04M Buy
+21,015
New +$967K 0.08% 182

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

Northwest & Ethical Investments's APU Position: Q3 2019 in Review

Northwest & Ethical Investments sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 27,726 shares — an estimated $966K sold.

Northwest & Ethical Investments first reported a position in APU in Q2 2013 and held it in 25 quarters. The position peaked at $4.11M in Q3 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Northwest & Ethical Investments reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Northwest & Ethical Investments sold 27,726 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $966K.
  • Northwest & Ethical Investments first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 25 quarters.
  • Northwest & Ethical Investments's AmeriGas Partners, L.P. position peaked at $4.11M in Q3 2017.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Northwest & Ethical Investments's 13F filing for Q3 2019, filed 8 Jul 2025.