UBS Group
APU

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

UBS Group’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
-1,752,229
Closed -$61M – 8546
2019
Q2 		$61M Buy
1,752,229
+1,582,726
+934% +$55.4M 0.02% 583
2019
Q1 		$5.23M Buy
169,503
+23,986
+16% +$702K ﹤0.01% 2169
2018
Q4 		$3.68M Sell
145,517
-155,450
-52% -$5.4M ﹤0.01% 2454
2018
Q3 		$11.9M Sell
300,967
-13,561
-4% -$556K ﹤0.01% 1640
2018
Q2 		$13.3M Buy
314,528
+61,314
+24% +$2.55M 0.01% 1492
2018
Q1 		$10.1M Buy
253,214
+11,320
+5% +$502K ﹤0.01% 1673
2017
Q4 		$11.2M Sell
241,894
-168,065
-41% -$7.56M ﹤0.01% 1629
2017
Q3 		$18.4M Buy
409,959
+63,056
+18% +$2.78M 0.01% 1151
2017
Q2 		$15.7M Sell
346,903
-42,514
-11% -$1.91M 0.01% 1196
2017
Q1 		$18.3M Sell
389,417
-24,986
-6% -$1.18M 0.01% 1084
2016
Q4 		$19.9M Buy
414,403
+20,368
+5% +$933K 0.01% 1037
2016
Q3 		$18M Sell
394,035
-20,198
-5% -$944K 0.01% 1043
2016
Q2 		$19.3M Sell
414,233
-63,352
-13% -$2.78M 0.01% 954
2016
Q1 		$20.8M Buy
477,585
+109,595
+30% +$4.35M 0.01% 862
2015
Q4 		$12.6M Sell
367,990
-74,927
-17% -$2.96M 0.01% 1250
2015
Q3 		$18.4M Buy
442,917
+42,133
+11% +$1.88M 0.01% 949
2015
Q2 		$18.3M Sell
400,784
-43,356
-10% -$2.09M 0.01% 1037
2015
Q1 		$21.2M Buy
444,140
+13,717
+3% +$679K 0.01% 920
2014
Q4 		$20.6M Buy
+430,423
New +$19.9M 0.01% 967

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

UBS Group's APU Position: Q3 2019 in Review

UBS Group sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 1,752,229 shares — an estimated $61M sold.

UBS Group first reported a position in APU in Q4 2014 and held it in 19 quarters. The position peaked at $61M in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • UBS Group reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • UBS Group sold 1,752,229 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $61M.
  • UBS Group first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 19 quarters.
  • UBS Group's AmeriGas Partners, L.P. position peaked at $61M in Q2 2019.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on UBS Group's 13F filing for Q3 2019, filed 14 Nov 2019.