Wilbanks Smith & Thomas Asset Management’s AmeriGas Partners, L.P. APU Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-641	Closed	-$25K	–	1528
2018 Q3	$25K	Buy	+641	New	+$26.3K	﹤0.01%	840
2013 Q4	–	Sell	-4,941	Closed	-$213K	–	303
2013 Q3	$213K	Sell	4,941 -1,755	-26%	-$78K	0.03%	254
2013 Q2	$331K	Buy	+6,696	New	+$308K	0.05%	189

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

Wilbanks Smith & Thomas Asset Management's APU Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 641 shares — an estimated $25K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in APU in Q2 2013 and held it in 3 quarters. The position peaked at $331K in Q2 2013. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 641 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $25K.
Wilbanks Smith & Thomas Asset Management first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's AmeriGas Partners, L.P. position peaked at $331K in Q2 2013.
212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.