United Capital Financial Advisors’s AmeriGas Partners, L.P. APU Stock Holding History

United Capital Financial 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
2018 Q3	–	Sell	-4,801	Closed	-$203K	–	1392
2018 Q2	$203K	Buy	+4,801	New	+$200K	﹤0.01%	1224
2018 Q1	–	Sell	-5,343	Closed	-$247K	–	1386
2017 Q4	$247K	Buy	+5,343	New	+$240K	﹤0.01%	1179
2017 Q2	–	Sell	-9,323	Closed	-$439K	–	1331
2017 Q1	$439K	Sell	9,323 -5,141	-36%	-$243K	﹤0.01%	944
2016 Q4	$693K	Sell	14,464 -4,400	-23%	-$202K	0.01%	849
2016 Q3	$861K	Buy	18,864 +10,150	+116%	+$474K	0.01%	816
2016 Q2	$410K	Buy	8,714 +3,831	+78%	+$168K	﹤0.01%	962
2016 Q1	$212K	Buy	+4,883	New	+$194K	﹤0.01%	1109
2015 Q4	–	Sell	-28,543	Closed	-$1.19M	–	1315
2015 Q3	$1.19M	Buy	28,543 +5,305	+23%	+$237K	0.01%	647
2015 Q2	$1.06M	Buy	23,238 +13,197	+131%	+$635K	0.01%	715
2015 Q1	$489K	Buy	10,041 +4,829	+93%	+$239K	0.01%	900
2014 Q4	$250K	Buy	+5,212	New	+$241K	﹤0.01%	1028

Other funds holding APU

OppenheimerFunds New York $80.4B AUM 17.47% 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

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

ClearBridge Investments New York $115B AUM 24.78% 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

United Capital Financial Advisors's APU Position: Q3 2018 in Review

United Capital Financial Advisors sold out of AmeriGas Partners, L.P. (APU) in Q3 2018, closing a stake of 4,801 shares — an estimated $203K sold.

United Capital Financial Advisors first reported a position in APU in Q4 2014 and held it in 11 quarters. The position peaked at $1.19M in Q3 2015. 233 funds tracked by Wall St. Rank hold APU as of Q3 2018.

United Capital Financial Advisors reported no remaining AmeriGas Partners, L.P. position as of Q3 2018 after selling out during the quarter.
United Capital Financial Advisors sold 4,801 AmeriGas Partners, L.P. shares in Q3 2018, an estimated $203K.
United Capital Financial Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2014 and held it in 11 quarters.
United Capital Financial Advisors's AmeriGas Partners, L.P. position peaked at $1.19M in Q3 2015.
233 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.