APP
FGP

Avantax Planning Partners’s Ferrellgas Partners, L.P. FGP Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-1,301
Closed -$4K – 1743
2018
Q1 		$4K Buy
+1,301
New +$5.06K ﹤0.01% 1477

Other funds holding FGP

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Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

Avantax Planning Partners's FGP Position: Q2 2018 in Review

Avantax Planning Partners sold out of Ferrellgas Partners, L.P. (FGP) in Q2 2018, closing a stake of 1,301 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in FGP in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 86 funds tracked by Wall St. Rank hold FGP as of Q2 2018.

  • Avantax Planning Partners reported no remaining Ferrellgas Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,301 Ferrellgas Partners, L.P. shares in Q2 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Ferrellgas Partners, L.P. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Ferrellgas Partners, L.P. position peaked at $4K in Q1 2018.
  • 86 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.