Suncoast Equity Management’s AmeriGas Partners, L.P. APU Stock Holding History

Suncoast Equity Management’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	-7,070	Closed	-$218K	–	47
2019 Q1	$218K	Buy	+7,070	New	+$207K	0.05%	42
2018 Q4	–	Sell	-7,070	Closed	-$279K	–	43
2018 Q3	$279K	Hold	7,070	–	–	0.07%	30
2018 Q2	$298K	Sell	7,070 -405	-5%	-$16.9K	0.07%	28
2018 Q1	$299K	Sell	7,475 -160	-2%	-$7.1K	0.08%	25
2017 Q4	$353K	Sell	7,635 -165	-2%	-$7.43K	0.1%	22
2017 Q3	$351K	Hold	7,800	–	–	0.1%	25
2017 Q2	$352K	Buy	7,800 +755	+11%	+$33.9K	0.11%	24
2017 Q1	$332K	Sell	7,045 -1,055	-13%	-$49.9K	0.11%	22
2016 Q4	$388K	Hold	8,100	–	–	0.12%	24
2016 Q3	$370K	Sell	8,100 -6,785	-46%	-$317K	0.11%	26
2016 Q2	$695K	Buy	+14,885	New	+$653K	0.22%	22

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 $303B AUM 53.02% 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

Suncoast Equity Management's APU Position: Q2 2019 in Review

Suncoast Equity Management sold out of AmeriGas Partners, L.P. (APU) in Q2 2019, closing a stake of 7,070 shares — an estimated $218K sold.

Suncoast Equity Management first reported a position in APU in Q2 2016 and held it in 11 quarters. The position peaked at $695K in Q2 2016. 210 funds tracked by Wall St. Rank hold APU as of Q2 2019.

Suncoast Equity Management reported no remaining AmeriGas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Suncoast Equity Management sold 7,070 AmeriGas Partners, L.P. shares in Q2 2019, an estimated $218K.
Suncoast Equity Management first reported a position in AmeriGas Partners, L.P. in Q2 2016 and held it in 11 quarters.
Suncoast Equity Management's AmeriGas Partners, L.P. position peaked at $695K in Q2 2016.
210 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2019.

Based on Suncoast Equity Management's 13F filing for Q2 2019, filed 26 Jul 2019.