PA
APU

Pinnacle Associates’s AmeriGas Partners, L.P. APU Stock Holding History

Pinnacle Associates’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
-6,415
Closed -$223K – 736
2019
Q2 		$223K Buy
+6,415
New +$225K 0.01% 650
2019
Q1 		– Sell
-13,814
Closed -$349K – 733
2018
Q4 		$349K Sell
13,814
-3,218
-19% -$112K 0.01% 562
2018
Q3 		$673K Sell
17,032
-521
-3% -$21.4K 0.01% 476
2018
Q2 		$741K Buy
17,553
+178
+1% +$7.41K 0.02% 458
2018
Q1 		$694K Sell
17,375
-2,303
-12% -$102K 0.01% 465
2017
Q4 		$910K Buy
19,678
+38
+0.2% +$1.71K 0.02% 418
2017
Q3 		$883K Sell
19,640
-161
-0.8% -$7.1K 0.02% 413
2017
Q2 		$894K Buy
19,801
+38
+0.2% +$1.71K 0.02% 409
2017
Q1 		$931K Sell
19,763
-718
-4% -$33.9K 0.02% 399
2016
Q4 		$981K Sell
20,481
-166
-0.8% -$7.6K 0.02% 391
2016
Q3 		$943K Sell
20,647
-467
-2% -$21.8K 0.02% 381
2016
Q2 		$986K Sell
21,114
-216
-1% -$9.47K 0.02% 373
2016
Q1 		$927K Buy
21,330
+35
+0.2% +$1.39K 0.02% 371
2015
Q4 		$730K Sell
21,295
-3,439
-14% -$136K 0.02% 409
2015
Q3 		$1.03M Sell
24,734
-5,594
-18% -$250K 0.02% 346
2015
Q2 		$1.39M Sell
30,328
-453
-1% -$21.8K 0.03% 324
2015
Q1 		$1.47M Sell
30,781
-957
-3% -$47.4K 0.03% 318
2014
Q4 		$1.52M Sell
31,738
-404
-1% -$18.7K 0.03% 313
2014
Q3 		$1.47M Sell
32,142
-1,604
-5% -$73.1K 0.03% 315
2014
Q2 		$1.53M Buy
33,746
+334
+1% +$15.2K 0.03% 315
2014
Q1 		$1.41M Sell
33,412
-1,628
-5% -$69.2K 0.03% 312
2013
Q4 		$1.56M Sell
35,040
-499
-1% -$21.7K 0.03% 311
2013
Q3 		$1.53M Buy
35,539
+44
+0.1% +$1.95K 0.03% 304
2013
Q2 		$1.75M Buy
+35,495
New +$1.63M 0.04% 282

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

Pinnacle Associates's APU Position: Q3 2019 in Review

Pinnacle Associates sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 6,415 shares — an estimated $223K sold.

Pinnacle Associates first reported a position in APU in Q2 2013 and held it in 24 quarters. The position peaked at $1.75M in Q2 2013. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Pinnacle Associates reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Pinnacle Associates sold 6,415 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $223K.
  • Pinnacle Associates first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 24 quarters.
  • Pinnacle Associates's AmeriGas Partners, L.P. position peaked at $1.75M in Q2 2013.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Pinnacle Associates's 13F filing for Q3 2019, filed 8 Nov 2019.