SWA
APU

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

SFMG 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
-70,695
Closed -$1.79M – 156
2018
Q4 		$1.79M Buy
70,695
+2,244
+3% +$78K 0.29% 30
2018
Q3 		$2.54M Buy
68,451
+3,189
+5% +$131K 0.39% 24
2018
Q2 		$2.75M Buy
65,262
+3,078
+5% +$128K 0.45% 21
2018
Q1 		$2.48M Buy
62,184
+3,995
+7% +$177K 0.42% 19
2017
Q4 		$2.69M Sell
58,189
-1,880
-3% -$84.6K 0.45% 19
2017
Q3 		$2.7M Buy
60,069
+2,804
+5% +$124K 0.53% 20
2017
Q2 		$2.59M Buy
57,265
+14,930
+35% +$670K 0.54% 19
2017
Q1 		$1.99M Buy
42,335
+750
+2% +$35.5K 0.4% 23
2016
Q4 		$1.99M Sell
41,585
-1,250
-3% -$57.3K 0.42% 26
2016
Q3 		$1.96M Sell
42,835
-1,360
-3% -$63.5K 0.43% 30
2016
Q2 		$2.06M Sell
44,195
-280
-0.6% -$12.3K 0.46% 26
2016
Q1 		$1.93M Sell
44,475
-1,950
-4% -$77.3K 0.43% 30
2015
Q4 		$1.59M Buy
46,425
+1,500
+3% +$59.2K 0.36% 36
2015
Q3 		$1.87M Buy
44,925
+3,950
+10% +$176K 0.45% 27
2015
Q2 		$1.87M Sell
40,975
-47,275
-54% -$2.27M 0.42% 31
2015
Q1 		$4.21M Buy
88,250
+44,975
+104% +$2.23M 0.34% 27
2014
Q4 		$2.07M Buy
+43,275
New +$2M 0.46% 24

Other funds holding APU

O
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

SFMG Wealth Advisors sold out of AmeriGas Partners, L.P. (APU) in Q1 2019, closing a stake of 70,695 shares — an estimated $1.79M sold.

SFMG Wealth Advisors first reported a position in APU in Q4 2014 and held it in 17 quarters. The position peaked at $4.21M in Q1 2015. 220 funds tracked by Wall St. Rank hold APU as of Q1 2019.

  • SFMG Wealth Advisors reported no remaining AmeriGas Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • SFMG Wealth Advisors sold 70,695 AmeriGas Partners, L.P. shares in Q1 2019, an estimated $1.79M.
  • SFMG Wealth Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 17 quarters.
  • SFMG Wealth Advisors's AmeriGas Partners, L.P. position peaked at $4.21M in Q1 2015.
  • 220 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2019.

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