RIA
APU

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

Realta Investment 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
2019
Q3 		– Sell
-300
Closed -$10K – 1881
2019
Q2 		$10K Buy
+300
New +$10.5K ﹤0.01% 1156

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

Realta Investment Advisors's APU Position: Q3 2019 in Review

Realta Investment Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 300 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in APU in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Realta Investment Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 300 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $10K.
  • Realta Investment Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's AmeriGas Partners, L.P. position peaked at $10K in Q2 2019.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.