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

Strategic 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
2018 Q4	–	Sell	-6,352	Closed	-$251K	–	164
2018 Q3	$251K	Buy	6,352 +56	+0.9%	+$2.29K	0.09%	138
2018 Q2	$266K	Sell	6,296 -3,386	-35%	-$141K	0.11%	126
2018 Q1	$387K	Sell	9,682 -161	-2%	-$7.14K	0.16%	108
2017 Q4	$455K	Buy	9,843 +55	+0.6%	+$2.48K	0.19%	100
2017 Q3	$440K	Buy	9,788 +57	+0.6%	+$2.52K	0.19%	106
2017 Q2	$440K	Buy	9,731 +54	+0.6%	+$2.42K	0.2%	102
2017 Q1	$456K	Sell	9,677 -581	-6%	-$27.5K	0.22%	94
2016 Q4	$492K	Buy	+10,258	New	+$470K	0.26%	86
2016 Q2	–	Sell	-8,794	Closed	-$382K	–	134
2016 Q1	$382K	Buy	+8,794	New	+$349K	0.22%	104

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Strategic Advisors's APU Position: Q4 2018 in Review

Strategic Advisors sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 6,352 shares — an estimated $251K sold.

Strategic Advisors first reported a position in APU in Q1 2016 and held it in 9 quarters. The position peaked at $492K in Q4 2016. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

Strategic Advisors reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Strategic Advisors sold 6,352 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $251K.
Strategic Advisors first reported a position in AmeriGas Partners, L.P. in Q1 2016 and held it in 9 quarters.
Strategic Advisors's AmeriGas Partners, L.P. position peaked at $492K in Q4 2016.
212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on Strategic Advisors's 13F filing for Q4 2018, filed 24 Jan 2019.