Washington Trust Bank’s AmeriGas Partners, L.P. APU Stock Holding History

Washington Trust Bank’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 Q4	–	Sell	-1,000	Closed	-$40K	–	687
2018 Q3	$40K	Sell	1,000 -1,000	-50%	-$41K	0.01%	401
2018 Q2	$84K	Hold	2,000	–	–	0.01%	322
2018 Q1	$80K	Hold	2,000	–	–	0.01%	337
2017 Q4	$92K	Hold	2,000	–	–	0.01%	326
2017 Q3	$90K	Buy	2,000 +1,000	+100%	+$44.1K	0.01%	323
2017 Q2	$45K	Hold	1,000	–	–	0.01%	388
2017 Q1	$47K	Hold	1,000	–	–	0.01%	403
2016 Q4	$48K	Hold	1,000	–	–	0.01%	393
2016 Q3	$46K	Hold	1,000	–	–	0.01%	389
2016 Q2	$47K	Hold	1,000	–	–	0.01%	382
2016 Q1	$43K	Buy	+1,000	New	+$39.7K	0.01%	398
2015 Q4	–	Sell	-350	Closed	-$15K	–	811
2015 Q3	$15K	Hold	350	–	–	﹤0.01%	568
2015 Q2	$16K	Hold	350	–	–	﹤0.01%	603
2015 Q1	$17K	Sell	350 -600	-63%	-$29.7K	﹤0.01%	602
2014 Q4	$46K	Hold	950	–	–	0.01%	478
2014 Q3	$43K	Hold	950	–	–	0.01%	484
2014 Q2	$43K	Hold	950	–	–	0.01%	504
2014 Q1	$40K	Buy	+950	New	+$40.4K	0.01%	503

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

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

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

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

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

RRAM

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Washington Trust Bank's APU Position: Q4 2018 in Review

Washington Trust Bank sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 1,000 shares — an estimated $40K sold.

Washington Trust Bank first reported a position in APU in Q1 2014 and held it in 18 quarters. The position peaked at $92K in Q4 2017. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

Washington Trust Bank reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Washington Trust Bank sold 1,000 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $40K.
Washington Trust Bank first reported a position in AmeriGas Partners, L.P. in Q1 2014 and held it in 18 quarters.
Washington Trust Bank's AmeriGas Partners, L.P. position peaked at $92K in Q4 2017.
212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on Washington Trust Bank's 13F filing for Q4 2018, filed 13 Feb 2019.