Advocacy Wealth Management Services’s Ferrellgas Partners, L.P. FGP Stock Holding History

Advocacy Wealth Management Services’s Portfolio FGP Stock Details FGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-500	Closed	-$3K	–	269
2017 Q3	$3K	Hold	500	–	–	﹤0.01%	254
2017 Q2	$2K	Hold	500	–	–	﹤0.01%	269
2017 Q1	$3K	Sell	500 -750	-60%	-$5.2K	﹤0.01%	283
2016 Q4	$8K	Hold	1,250	–	–	﹤0.01%	226
2016 Q3	$15K	Sell	1,250 -3,040	-71%	-$56.9K	0.01%	242
2016 Q2	$79K	Sell	4,290 -1,900	-31%	-$35.1K	0.04%	111
2016 Q1	$108K	Sell	6,190 -3,030	-33%	-$50.6K	0.07%	127
2015 Q4	$155K	Buy	+9,220	New	+$177K	0.18%	96
2013 Q3	$524K	Sell	23,495 -10,400	-31%	-$233K	1.43%	14
2013 Q2	$733K	Buy	+33,895	New	+$696K	2.92%	3

Other funds holding FGP

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Advocacy Wealth Management Services's FGP Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Ferrellgas Partners, L.P. (FGP) in Q4 2017, closing a stake of 500 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in FGP in Q2 2013 and held it in 10 quarters. The position peaked at $733K in Q2 2013. 83 funds tracked by Wall St. Rank hold FGP as of Q4 2017.

Advocacy Wealth Management Services reported no remaining Ferrellgas Partners, L.P. position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 500 Ferrellgas Partners, L.P. shares in Q4 2017, an estimated $3K.
Advocacy Wealth Management Services first reported a position in Ferrellgas Partners, L.P. in Q2 2013 and held it in 10 quarters.
Advocacy Wealth Management Services's Ferrellgas Partners, L.P. position peaked at $733K in Q2 2013.
83 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.