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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $225B AUM 49.49% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthstreet Investment Advisors's APU Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 8,050 shares — an estimated $318K sold.

Wealthstreet Investment Advisors first reported a position in APU in Q4 2017 and held it in 4 quarters. The position peaked at $393K in Q4 2017. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

Wealthstreet Investment Advisors reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Wealthstreet Investment Advisors sold 8,050 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $318K.
Wealthstreet Investment Advisors first reported a position in AmeriGas Partners, L.P. in Q4 2017 and held it in 4 quarters.
Wealthstreet Investment Advisors's AmeriGas Partners, L.P. position peaked at $393K in Q4 2017.
212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.