Sumitomo Mitsui Trust Group’s AmeriGas Partners, L.P. APU Stock Holding History

Sumitomo Mitsui Trust Group’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	-21,000	Closed	-$732K	–	1090
2019 Q2	$732K	Sell	21,000 -3,000	-13%	-$105K	﹤0.01%	905
2019 Q1	$741K	Sell	24,000 -9,000	-27%	-$263K	﹤0.01%	865
2018 Q4	$810K	Buy	33,000 +21,000	+175%	+$730K	﹤0.01%	815
2018 Q3	$474K	Hold	12,000	–	–	﹤0.01%	858
2018 Q2	$507K	Buy	+12,000	New	+$499K	﹤0.01%	851
2016 Q3	–	Sell	-44,000	Closed	-$2.06M	–	876
2016 Q2	$2.06M	Buy	44,000 +12,000	+38%	+$526K	﹤0.01%	703
2016 Q1	$1.39M	Buy	32,000 +22,000	+220%	+$872K	﹤0.01%	759
2015 Q4	$343K	Buy	+10,000	New	+$395K	﹤0.01%	830

Other funds holding APU

ASN

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

Webster Bank Waterbury, Connecticut $1.06B AUM 19.66% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group's APU Position: Q3 2019 in Review

Sumitomo Mitsui Trust Group sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 21,000 shares — an estimated $732K sold.

Sumitomo Mitsui Trust Group first reported a position in APU in Q4 2015 and held it in 8 quarters. The position peaked at $2.06M in Q2 2016. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Sumitomo Mitsui Trust Group reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 21,000 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $732K.
Sumitomo Mitsui Trust Group first reported a position in AmeriGas Partners, L.P. in Q4 2015 and held it in 8 quarters.
Sumitomo Mitsui Trust Group's AmeriGas Partners, L.P. position peaked at $2.06M in Q2 2016.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2019, filed 31 Oct 2019.