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

SWS 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
2018 Q2	–	Sell	-31	Closed	-$1K	–	357
2018 Q1	$1K	Hold	31	–	–	﹤0.01%	370
2017 Q4	$1K	Buy	+31	New	+$1.4K	﹤0.01%	393

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

RRAM

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

SWS Partners's APU Position: Q2 2018 in Review

SWS Partners sold out of AmeriGas Partners, L.P. (APU) in Q2 2018, closing a stake of 31 shares — an estimated $1K sold.

SWS Partners first reported a position in APU in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 230 funds tracked by Wall St. Rank hold APU as of Q2 2018.

SWS Partners reported no remaining AmeriGas Partners, L.P. position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 31 AmeriGas Partners, L.P. shares in Q2 2018, an estimated $1K.
SWS Partners first reported a position in AmeriGas Partners, L.P. in Q4 2017 and held it in 2 quarters.
SWS Partners's AmeriGas Partners, L.P. position peaked at $1K in Q1 2018.
230 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.