WIM
APU

Wilen Investment Management’s AmeriGas Partners, L.P. APU Stock Holding History

Wilen Investment 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
2019
Q3 		– Sell
-15,693
Closed -$537K – 65
2019
Q2 		$537K Sell
15,693
-2,500
-14% -$87.5K 0.42% 38
2019
Q1 		$555K Sell
18,193
-100
-0.5% -$2.92K 0.42% 37
2018
Q4 		$457K Sell
18,293
-400
-2% -$13.9K 0.4% 35
2018
Q3 		$729K Sell
18,693
-400
-2% -$16.4K 0.49% 35
2018
Q2 		$773K Sell
19,093
-700
-4% -$29.1K 0.5% 36
2018
Q1 		$782K Hold
19,793
– – 0.53% 33
2017
Q4 		$891K Buy
19,793
+3,393
+21% +$153K 0.58% 31
2017
Q3 		$722K Hold
16,400
– – 0.44% 36
2017
Q2 		$730K Buy
16,400
+400
+3% +$18K 0.44% 37
2017
Q1 		$744K Sell
16,000
-800
-5% -$37.8K 0.45% 38
2016
Q4 		$790K Sell
16,800
-100
-0.6% -$4.58K 0.49% 37
2016
Q3 		$760K Hold
16,900
– – 0.5% 38
2016
Q2 		$777K Buy
16,900
+100
+0.6% +$4.38K 0.51% 37
2016
Q1 		$722K Hold
16,800
– – 0.5% 37
2015
Q4 		$567K Hold
16,800
– – 0.41% 38
2015
Q3 		$689K Sell
16,800
-200
-1% -$8.93K 0.49% 39
2015
Q2 		$765K Buy
17,000
+1,900
+13% +$91.4K 0.51% 39
2015
Q1 		$710K Hold
15,100
– – 0.49% 40
2014
Q4 		$717K Sell
15,100
-300
-2% -$13.9K 0.47% 39
2014
Q3 		$693K Hold
15,400
– – 0.44% 42
2014
Q2 		$685K Buy
15,400
+2,300
+18% +$105K 0.4% 42
2014
Q1 		$544K Buy
13,100
+7,170
+121% +$305K 0.32% 48
2013
Q4 		$255K Hold
5,930
– – 0.16% 63
2013
Q3 		$252K Hold
5,930
– – 0.17% 66
2013
Q2 		$291K Buy
+5,930
New +$273K 0.21% 63

Other funds holding APU

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Wilen Investment Management's APU Position: Q3 2019 in Review

Wilen Investment Management sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 15,693 shares — an estimated $537K sold.

Wilen Investment Management first reported a position in APU in Q2 2013 and held it in 25 quarters. The position peaked at $891K in Q4 2017. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Wilen Investment Management reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Wilen Investment Management sold 15,693 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $537K.
  • Wilen Investment Management first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 25 quarters.
  • Wilen Investment Management's AmeriGas Partners, L.P. position peaked at $891K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Wilen Investment Management's 13F filing for Q3 2019, filed 13 Nov 2019.