WSFS
APU

Wilmington Savings Fund Society’s AmeriGas Partners, L.P. APU Stock Holding History

Wilmington Savings Fund Society’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
-14,238
Closed -$496K – 347
2019
Q2 		$496K Buy
14,238
+1,119
+9% +$39.2K 0.03% 255
2019
Q1 		$405K Hold
13,119
– – 0.02% 276
2018
Q4 		$332K Buy
13,119
+3,889
+42% +$135K 0.02% 286
2018
Q3 		$365K Buy
9,230
+200
+2% +$8.2K 0.02% 286
2018
Q2 		$381K Buy
9,030
+2,930
+48% +$122K 0.02% 278
2018
Q1 		$244K Hold
6,100
– – 0.01% 310
2017
Q4 		$282K Hold
6,100
– – 0.02% 300
2017
Q3 		$274K Hold
6,100
– – 0.02% 293
2017
Q2 		$276K Hold
6,100
– – 0.02% 293
2017
Q1 		$287K Hold
6,100
– – 0.02% 280
2016
Q4 		$292K Hold
6,100
– – 0.02% 274
2016
Q3 		$279K Hold
6,100
– – 0.02% 283
2016
Q2 		$284K Sell
6,100
-500
-8% -$21.9K 0.02% 279
2016
Q1 		$287K Buy
6,600
+500
+8% +$19.8K 0.02% 281
2015
Q4 		$209K Hold
6,100
– – 0.01% 327
2015
Q3 		$254K Hold
6,100
– – 0.02% 299
2015
Q2 		$279K Hold
6,100
– – 0.02% 298
2015
Q1 		$291K Hold
6,100
– – 0.02% 291
2014
Q4 		$292K Hold
6,100
– – 0.02% 298
2014
Q3 		$279K Sell
6,100
-400
-6% -$18.2K 0.02% 309
2014
Q2 		$295K Hold
6,500
– – 0.02% 323
2014
Q1 		$275K Hold
6,500
– – 0.02% 337
2013
Q4 		$290K Hold
6,500
– – 0.02% 327
2013
Q3 		$280K Hold
6,500
– – 0.02% 328
2013
Q2 		$321K Buy
+6,500
New +$299K 0.02% 306

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

Wilmington Savings Fund Society's APU Position: Q3 2019 in Review

Wilmington Savings Fund Society sold out of AmeriGas Partners, L.P. (APU) in Q3 2019, closing a stake of 14,238 shares — an estimated $496K sold.

Wilmington Savings Fund Society first reported a position in APU in Q2 2013 and held it in 25 quarters. The position peaked at $496K in Q2 2019. 3 funds tracked by Wall St. Rank hold APU as of Q3 2019.

  • Wilmington Savings Fund Society reported no remaining AmeriGas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 14,238 AmeriGas Partners, L.P. shares in Q3 2019, an estimated $496K.
  • Wilmington Savings Fund Society first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 25 quarters.
  • Wilmington Savings Fund Society's AmeriGas Partners, L.P. position peaked at $496K in Q2 2019.
  • 3 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q3 2019.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2019, filed 24 Oct 2019.