Summit Global Investments’s AmeriGas Partners, L.P. APU Stock Holding History

Summit Global Investments’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 Q2	–	Sell	-21,700	Closed	-$670K	–	326
2019 Q1	$670K	Buy	21,700 +1,700	+9%	+$49.7K	0.09%	203
2018 Q4	$506K	Buy	+20,000	New	+$695K	0.08%	237

Other funds holding APU

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Global Investments's APU Position: Q2 2019 in Review

Summit Global Investments sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 21,700 shares — an estimated $670K sold.

Summit Global Investments first reported a position in APU in Q4 2018 and held it in 2 quarters. The position peaked at $670K in Q1 2019. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Summit Global Investments reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Summit Global Investments sold 21,700 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $670K.
Summit Global Investments first reported a position in AmeriGas Partners, L.P. in Q4 2018 and held it in 2 quarters.
Summit Global Investments's AmeriGas Partners, L.P. position peaked at $670K in Q1 2019.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Summit Global Investments's 13F filing for Q2 2019, filed 16 Aug 2019.