SOAMC
APU

Spirit of America Management Corp’s AmeriGas Partners, L.P. APU Stock Holding History

Spirit of America Management Corp’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
-67,620
Closed -$2.36M – 243
2019
Q2 		$2.36M Hold
67,620
– – 0.35% 63
2019
Q1 		$2.09M Sell
67,620
-18,900
-22% -$553K 0.31% 69
2018
Q4 		$2.19M Sell
86,520
-28,700
-25% -$997K 0.35% 65
2018
Q3 		$4.55M Hold
115,220
– – 0.57% 49
2018
Q2 		$4.87M Hold
115,220
– – 0.6% 49
2018
Q1 		$4.61M Hold
115,220
– – 0.61% 49
2017
Q4 		$5.33M Hold
115,220
– – 0.59% 50
2017
Q3 		$5.18M Hold
115,220
– – 0.55% 50
2017
Q2 		$5.2M Buy
115,220
+22,600
+24% +$1.01M 0.56% 51
2017
Q1 		$4.36M Hold
92,620
– – 0.46% 53
2016
Q4 		$4.44M Hold
92,620
– – 0.52% 56
2016
Q3 		$4.23M Buy
92,620
+5,100
+6% +$238K 0.55% 51
2016
Q2 		$4.09M Buy
87,520
+27,500
+46% +$1.21M 0.6% 48
2016
Q1 		$2.61M Buy
+60,020
New +$2.38M 0.46% 58
2015
Q1 		– Sell
-15,060
Closed -$722K – 348
2014
Q4 		$722K Buy
15,060
+2,714
+22% +$125K 0.18% 146
2014
Q3 		$563K Buy
12,346
+1,346
+12% +$61.3K 0.17% 166
2014
Q2 		$499K Buy
+11,000
New +$502K 0.2% 152

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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

Spirit of America Management Corp's APU Position: Q3 2019 in Review

Spirit of America Management Corp sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 67,620 shares — an estimated $2.36M sold.

Spirit of America Management Corp first reported a position in APU in Q2 2014 and held it in 17 quarters. The position peaked at $5.33M in Q4 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Spirit of America Management Corp reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Spirit of America Management Corp sold 67,620 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $2.36M.
  • Spirit of America Management Corp first reported a position in AmeriGas Partners, L.P. in Q2 2014 and held it in 17 quarters.
  • Spirit of America Management Corp's AmeriGas Partners, L.P. position peaked at $5.33M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Spirit of America Management Corp's 13F filing for Q3 2019, filed 15 Oct 2019.