Taylor Hoffman Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History

Taylor Hoffman Wealth 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 Q3	–	Sell	-565	Closed	-$20K	–	433
2019 Q2	$20K	Hold	565	–	–	0.02%	253
2019 Q1	$17K	Hold	565	–	–	0.01%	262
2018 Q4	$14K	Buy	565 +10	+2%	+$347	0.01%	265
2018 Q3	$22K	Buy	555 +8	+1%	+$328	0.02%	232
2018 Q2	$23K	Buy	547 +8	+1%	+$333	0.02%	222
2018 Q1	$22K	Sell	539 -661	-55%	-$29.3K	0.02%	237
2017 Q4	$55K	Buy	+1,200	New	+$54K	0.05%	183

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

Taylor Hoffman Wealth Management's APU Position: Q3 2019 in Review

Taylor Hoffman Wealth Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 565 shares — an estimated $20K sold.

Taylor Hoffman Wealth Management first reported a position in APU in Q4 2017 and held it in 7 quarters. The position peaked at $55K in Q4 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

Taylor Hoffman Wealth Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 565 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $20K.
Taylor Hoffman Wealth Management first reported a position in AmeriGas Partners, L.P. in Q4 2017 and held it in 7 quarters.
Taylor Hoffman Wealth Management's AmeriGas Partners, L.P. position peaked at $55K in Q4 2017.
3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.