Parisi Gray Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History

Parisi Gray 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 Q1	–	Sell	-200	Closed	-$5K	–	593
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	482
2018 Q3	$8K	Hold	200	–	–	﹤0.01%	437
2018 Q2	$8K	Hold	200	–	–	0.01%	447
2018 Q1	$8K	Hold	200	–	–	0.01%	461
2017 Q4	$9K	Buy	+200	New	+$9K	0.01%	479

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Parisi Gray Wealth Management's APU Position: Q1 2019 in Review

Parisi Gray Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q1 2019, closing a stake of 200 shares — an estimated $5K sold.

Parisi Gray Wealth Management first reported a position in APU in Q4 2017 and held it in 5 quarters. The position peaked at $9K in Q4 2017. 220 funds tracked by Wall St. Rank hold APU as of Q1 2019.

Parisi Gray Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q1 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 200 AmeriGas Partners, L.P. shares in Q1 2019, an estimated $5K.
Parisi Gray Wealth Management first reported a position in AmeriGas Partners, L.P. in Q4 2017 and held it in 5 quarters.
Parisi Gray Wealth Management's AmeriGas Partners, L.P. position peaked at $9K in Q4 2017.
220 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.