Carson Wealth (CWM LLC)
FGP

Carson Wealth (CWM LLC)’s Ferrellgas Partners, L.P. FGP Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-500
Closed -$2K – 1595
2017
Q4 		$2K Hold
500
– – ﹤0.01% 1316
2017
Q3 		$3K Hold
500
– – ﹤0.01% 1249
2017
Q2 		$2K Hold
500
– – ﹤0.01% 1053
2017
Q1 		$3K Hold
500
– – ﹤0.01% 959
2016
Q4 		$3K Hold
500
– – ﹤0.01% 952
2016
Q3 		$6K Buy
+500
New +$9.35K ﹤0.01% 808

Other funds holding FGP

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CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 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
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FGP Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Ferrellgas Partners, L.P. (FGP) in Q1 2018, closing a stake of 500 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in FGP in Q3 2016 and held it in 6 quarters. The position peaked at $6K in Q3 2016. 80 funds tracked by Wall St. Rank hold FGP as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Ferrellgas Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Ferrellgas Partners, L.P. shares in Q1 2018, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Ferrellgas Partners, L.P. in Q3 2016 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Ferrellgas Partners, L.P. position peaked at $6K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.