Steward Partners Investment Advisory’s AmeriGas Partners, L.P. APU Stock Holding History

Steward Partners Investment Advisory’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	-1,889	Closed	-$65K	–	2867
2019 Q2	$65K	Buy	+1,889	New	+$66.1K	﹤0.01%	1239
2018 Q4	–	Sell	-1,489	Closed	-$59K	–	2520
2018 Q3	$59K	Hold	1,489	–	–	﹤0.01%	1136
2018 Q2	$63K	Buy	1,489 +600	+67%	+$25K	﹤0.01%	1012
2018 Q1	$35K	Buy	+889	New	+$39.4K	﹤0.01%	1130

Other funds holding APU

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Steward Partners Investment Advisory's APU Position: Q3 2019 in Review

Steward Partners Investment Advisory sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 1,889 shares — an estimated $65K sold.

Steward Partners Investment Advisory first reported a position in APU in Q1 2018 and held it in 4 quarters. The position peaked at $65K in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Steward Partners Investment Advisory reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,889 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $65K.
Steward Partners Investment Advisory first reported a position in AmeriGas Partners, L.P. in Q1 2018 and held it in 4 quarters.
Steward Partners Investment Advisory's AmeriGas Partners, L.P. position peaked at $65K in Q2 2019.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2019, filed 30 Oct 2019.