Sowell Financial Services’s AmeriGas Partners, L.P. APU Stock Holding History

Sowell Financial Services’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	$1.6M	Sell	51,881 -1,464	-3%	-$42.8K	0.18%	129
2018 Q4	$1.35M	Sell	53,345 -11,224	-17%	-$390K	0.19%	115
2018 Q3	$2.55M	Sell	64,569 -1,224	-2%	-$50.2K	0.37%	54
2018 Q2	$2.64M	Buy	65,793 +4,390	+7%	+$183K	0.56%	46
2018 Q1	$2.63M	Buy	61,403 +2,163	+4%	+$95.9K	0.66%	41
2017 Q4	$2.77M	Buy	59,240 +1,246	+2%	+$56.1K	0.68%	43
2017 Q3	$2.63M	Buy	57,994 +2,726	+5%	+$120K	0.69%	42
2017 Q2	$2.44M	Buy	55,268 +2,259	+4%	+$101K	0.69%	42
2017 Q1	$2.33M	Buy	53,009 +916	+2%	+$43.3K	0.69%	43
2016 Q4	$2.5M	Buy	+52,093	New	+$2.39M	0.84%	33

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

Sowell Financial Services's APU Position: Q1 2019 in Review

Sowell Financial Services reduced its AmeriGas Partners, L.P. (APU) stake by 2.7% in Q1 2019, selling an estimated $42.8K and leaving 51,881 shares worth $1.6M. The position accounts for 0.18% of the portfolio, ranked #129.

Sowell Financial Services first reported a position in APU in Q4 2016 and has held it in 10 quarters since. The position peaked at $2.77M in Q4 2017. 220 funds tracked by Wall St. Rank hold APU as of Q1 2019.

Sowell Financial Services held 51,881 shares of AmeriGas Partners, L.P. worth $1.6M as of Q1 2019.
Sowell Financial Services sold 1,464 AmeriGas Partners, L.P. shares in Q1 2019, an estimated $42.8K.
AmeriGas Partners, L.P. made up 0.18% of Sowell Financial Services's portfolio in Q1 2019, its #129 holding.
Sowell Financial Services first reported a position in AmeriGas Partners, L.P. in Q4 2016 and has held it in 10 quarters since.
Sowell Financial Services's AmeriGas Partners, L.P. position peaked at $2.77M in Q4 2017.
220 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q1 2019.

Based on Sowell Financial Services's 13F filing for Q1 2019, filed 15 May 2019.