WAAG
APU

Wealth Alliance Advisory Group’s AmeriGas Partners, L.P. APU Stock Holding History

Wealth Alliance Advisory 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
2018
Q4 		– Sell
-5,334
Closed -$211K – 149
2018
Q3 		$211K Hold
5,334
– – 0.11% 128
2018
Q2 		$225K Hold
5,334
– – 0.12% 111
2018
Q1 		$213K Buy
+5,334
New +$237K 0.12% 106

Other funds holding APU

O
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Alliance Advisory Group's APU Position: Q4 2018 in Review

Wealth Alliance Advisory Group sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 5,334 shares — an estimated $211K sold.

Wealth Alliance Advisory Group first reported a position in APU in Q1 2018 and held it in 3 quarters. The position peaked at $225K in Q2 2018. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

  • Wealth Alliance Advisory Group reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 5,334 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $211K.
  • Wealth Alliance Advisory Group first reported a position in AmeriGas Partners, L.P. in Q1 2018 and held it in 3 quarters.
  • Wealth Alliance Advisory Group's AmeriGas Partners, L.P. position peaked at $225K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2018, filed 28 Jan 2019.