Northwestern Mutual Wealth Management
APU

Northwestern Mutual Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History

Northwestern Mutual Wealth 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
Q3 		– Sell
-1,495
Closed -$52K – 2808
2019
Q2 		$52K Buy
1,495
+500
+50% +$17.5K ﹤0.01% 1369
2019
Q1 		$31K Sell
995
-15
-1% -$439 ﹤0.01% 1557
2018
Q4 		$26K Sell
1,010
-535
-35% -$18.6K ﹤0.01% 1511
2018
Q3 		$61K Sell
1,545
-78
-5% -$3.2K ﹤0.01% 1232
2018
Q2 		$69K Sell
1,623
-1,588
-49% -$66.1K ﹤0.01% 1120
2018
Q1 		$128K Buy
3,211
+789
+33% +$35K ﹤0.01% 881
2017
Q4 		$112K Buy
2,422
+230
+10% +$10.4K ﹤0.01% 896
2017
Q3 		$99K Buy
2,192
+292
+15% +$12.9K ﹤0.01% 890
2017
Q2 		$86K Buy
1,900
+1,541
+429% +$69.2K ﹤0.01% 932
2017
Q1 		$17K Hold
359
– – ﹤0.01% 1400
2016
Q4 		$17K Buy
+359
New +$16.4K ﹤0.01% 1431
2016
Q1 		– Sell
-150
Closed -$5K – 2348
2015
Q4 		$5K Buy
+150
New +$5.92K ﹤0.01% 1322
2014
Q2 		– Sell
-100
Closed -$4K – 1437
2014
Q1 		$4K Buy
+100
New +$4.25K ﹤0.01% 1048
2013
Q4 		– Sell
-700
Closed -$30K – 1621
2013
Q3 		$30K Buy
+700
New +$31.1K ﹤0.01% 663

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.06B AUM 19.66% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Northwestern Mutual Wealth Management's APU Position: Q3 2019 in Review

Northwestern Mutual Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 1,495 shares — an estimated $52K sold.

Northwestern Mutual Wealth Management first reported a position in APU in Q3 2013 and held it in 14 quarters. The position peaked at $128K in Q1 2018. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Northwestern Mutual Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,495 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $52K.
  • Northwestern Mutual Wealth Management first reported a position in AmeriGas Partners, L.P. in Q3 2013 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's AmeriGas Partners, L.P. position peaked at $128K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.