WIA
APU

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

Wealthstreet Investment 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
Q4 		– Sell
-8,050
Closed -$318K – 354
2018
Q3 		$318K Sell
8,050
-200
-2% -$8.2K 0.04% 285
2018
Q2 		$348K Sell
8,250
-250
-3% -$10.4K 0.05% 268
2018
Q1 		$340K Hold
8,500
– – 0.04% 266
2017
Q4 		$393K Buy
+8,500
New +$383K 0.05% 255

Other funds holding APU

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Royal Bank of Canada
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Morgan Stanley
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RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 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 $93.1B AUM 61.18% 1-Year Est. Return