AWM
FGP

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

Avior Wealth Management’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
2019
Q4 		– Sell
-100
Closed – – 909
2019
Q3 		$0 Hold
100
– – ﹤0.01% 912
2019
Q2 		$0 Hold
100
– – ﹤0.01% 876
2019
Q1 		$0 Buy
+100
New +$125 ﹤0.01% 759

Other funds holding FGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Avior Wealth Management's FGP Position: Q4 2019 in Review

Avior Wealth Management sold out of Ferrellgas Partners, L.P. (FGP) in Q4 2019, closing a stake of 100 shares.

Avior Wealth Management first reported a position in FGP in Q1 2019 and held it in 3 quarters. The position peaked at $0 in Q3 2019. 57 funds tracked by Wall St. Rank hold FGP as of Q4 2019.

  • Avior Wealth Management reported no remaining Ferrellgas Partners, L.P. position as of Q4 2019 after selling out during the quarter.
  • Avior Wealth Management sold 100 Ferrellgas Partners, L.P. shares in Q4 2019.
  • Avior Wealth Management first reported a position in Ferrellgas Partners, L.P. in Q1 2019 and held it in 3 quarters.
  • Avior Wealth Management's Ferrellgas Partners, L.P. position peaked at $0 in Q3 2019.
  • 57 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q4 2019.

Based on Avior Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.