TA
APU

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

Tiedemann Advisors’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
-26,725
Closed -$931K – 324
2019
Q2 		$931K Sell
26,725
-272,222
-91% -$9.53M 0.05% 158
2019
Q1 		$9.23M Buy
298,947
+50,208
+20% +$1.47M 0.43% 46
2018
Q4 		$6.29M Buy
248,739
+50,007
+25% +$1.74M 0.32% 58
2018
Q3 		$7.85M Buy
198,732
+1,700
+0.9% +$69.7K 0.46% 49
2018
Q2 		$8.32M Buy
197,032
+12,100
+7% +$504K 0.53% 43
2018
Q1 		$7.39M Buy
184,932
+19,030
+11% +$844K 0.51% 39
2017
Q4 		$7.67M Buy
165,902
+114,980
+226% +$5.18M 0.59% 38
2017
Q3 		$21.4M Buy
50,922
+2,240
+5% +$98.8K 1.92% 10
2017
Q2 		$2.2M Sell
48,682
-5,705
-10% -$256K 0.16% 117
2017
Q1 		$2.56M Sell
54,387
-6,305
-10% -$298K 0.21% 101
2016
Q4 		$2.91M Buy
60,692
+38,852
+178% +$1.78M 0.29% 68
2016
Q3 		$1M Buy
21,840
+2,015
+10% +$94.2K 0.21% 60
2016
Q2 		$926K Sell
19,825
-1,065
-5% -$46.7K 0.89% 32
2016
Q1 		$908K Buy
20,890
+3,880
+23% +$154K 0.72% 30
2015
Q4 		$583K Buy
17,010
+13,830
+435% +$546K 0.22% 39
2015
Q3 		$132K Buy
+3,180
New +$142K 0.1% 42

Other funds holding APU

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

Tiedemann Advisors's APU Position: Q3 2019 in Review

Tiedemann Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 26,725 shares — an estimated $931K sold.

Tiedemann Advisors first reported a position in APU in Q3 2015 and held it in 16 quarters. The position peaked at $21.4M in Q3 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Tiedemann Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Tiedemann Advisors sold 26,725 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $931K.
  • Tiedemann Advisors first reported a position in AmeriGas Partners, L.P. in Q3 2015 and held it in 16 quarters.
  • Tiedemann Advisors's AmeriGas Partners, L.P. position peaked at $21.4M in Q3 2017.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Tiedemann Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.