SQA
APU

Simon Quick Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

Simon Quick 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
-22
Closed -$766 – 569
2019
Q2 		$766 Buy
+22
New +$770 ﹤0.01% 434
2017
Q4 		– Sell
-1,000
Closed -$45K – 618
2017
Q3 		$45K Buy
+1,000
New +$44.1K 0.02% 287

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 $420M AUM 14.29% 1-Year Est. Return

Simon Quick Advisors's APU Position: Q3 2019 in Review

Simon Quick Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 22 shares — an estimated $766 sold.

Simon Quick Advisors first reported a position in APU in Q3 2017 and held it in 2 quarters. The position peaked at $45K in Q3 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Simon Quick Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 22 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $766.
  • Simon Quick Advisors first reported a position in AmeriGas Partners, L.P. in Q3 2017 and held it in 2 quarters.
  • Simon Quick Advisors's AmeriGas Partners, L.P. position peaked at $45K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Simon Quick Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.