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

Strategic Wealth Partners’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	-268	Closed	-$9K	–	791
2019 Q2	$9K	Hold	268	–	–	﹤0.01%	574
2019 Q1	$8K	Hold	268	–	–	﹤0.01%	587
2018 Q4	$8K	Hold	268	–	–	﹤0.01%	528
2018 Q3	$11K	Sell	268 -167	-38%	-$6.84K	0.01%	441
2018 Q2	$18K	Sell	435 -1,100	-72%	-$45.8K	0.01%	427
2018 Q1	$61K	Hold	1,535	–	–	0.03%	231
2017 Q4	$69K	Buy	+1,535	New	+$69.1K	0.04%	202

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

Strategic Wealth Partners's APU Position: Q3 2019 in Review

Strategic Wealth Partners sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 268 shares — an estimated $9K sold.

Strategic Wealth Partners first reported a position in APU in Q4 2017 and held it in 7 quarters. The position peaked at $69K in Q4 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Strategic Wealth Partners reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Strategic Wealth Partners sold 268 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $9K.
Strategic Wealth Partners first reported a position in AmeriGas Partners, L.P. in Q4 2017 and held it in 7 quarters.
Strategic Wealth Partners's AmeriGas Partners, L.P. position peaked at $69K in Q4 2017.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Strategic Wealth Partners's 13F filing for Q3 2019, filed 28 Oct 2019.