River Wealth Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

River Wealth 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 Q1	–	Sell	-765	Closed	-$19K	–	555
2018 Q4	$19K	Hold	765	–	–	0.01%	349
2018 Q3	$30K	Sell	765 -150	-16%	-$6.15K	0.01%	339
2018 Q2	$39K	Buy	+915	New	+$38.1K	0.02%	297

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

River Wealth Advisors's APU Position: Q1 2019 in Review

River Wealth Advisors sold out of AmeriGas Partners, L.P. (APU) in Q1 2019, closing a stake of 765 shares — an estimated $19K sold.

River Wealth Advisors first reported a position in APU in Q2 2018 and held it in 3 quarters. The position peaked at $39K in Q2 2018. 220 funds tracked by Wall St. Rank hold APU as of Q1 2019.

River Wealth Advisors reported no remaining AmeriGas Partners, L.P. position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 765 AmeriGas Partners, L.P. shares in Q1 2019, an estimated $19K.
River Wealth Advisors first reported a position in AmeriGas Partners, L.P. in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's AmeriGas Partners, L.P. position peaked at $39K in Q2 2018.
220 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.