Creative Planning
FGP

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

Creative Planning’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
2020
Q1 		– Sell
-66,415
Closed -$22K – 2180
2019
Q4 		$22K Hold
66,415
– – ﹤0.01% 1871
2019
Q3 		$70K Buy
66,415
+10,410
+19% +$8.87K ﹤0.01% 1760
2019
Q2 		$53K Buy
56,005
+28,586
+104% +$33.6K ﹤0.01% 1809
2019
Q1 		$36K Sell
27,419
-28,250
-51% -$35.2K ﹤0.01% 1804
2018
Q4 		$30K Sell
55,669
-6,399
-10% -$8.95K ﹤0.01% 1763
2018
Q3 		$137K Buy
62,068
+3,825
+7% +$12K ﹤0.01% 1743
2018
Q2 		$196K Buy
58,243
+348
+0.6% +$1.22K ﹤0.01% 1650
2018
Q1 		$181K Buy
57,895
+9,278
+19% +$36.1K ﹤0.01% 1642
2017
Q4 		$208K Sell
48,617
-18,738
-28% -$86.4K ﹤0.01% 1583
2017
Q3 		$346K Buy
67,355
+38,125
+130% +$182K ﹤0.01% 1247
2017
Q2 		$134K Sell
29,230
-5,754
-16% -$32.1K ﹤0.01% 1776
2017
Q1 		$210K Buy
34,984
+2,595
+8% +$18K ﹤0.01% 1461
2016
Q4 		$219K Sell
32,389
-11,210
-26% -$89.7K ﹤0.01% 1370
2016
Q3 		$507K Buy
43,599
+6,905
+19% +$129K ﹤0.01% 884
2016
Q2 		$678K Sell
36,694
-5,268
-13% -$97.4K ﹤0.01% 649
2016
Q1 		$730K Buy
41,962
+11,498
+38% +$192K 0.01% 603
2015
Q4 		$506K Sell
30,464
-4,080
-12% -$78.2K ﹤0.01% 750
2015
Q3 		$682K Buy
34,544
+2,312
+7% +$49.3K 0.01% 616
2015
Q2 		$726K Buy
32,232
+957
+3% +$22.7K 0.01% 566
2015
Q1 		$762K Buy
31,275
+803
+3% +$18.9K 0.01% 561
2014
Q4 		$670K Sell
30,472
-9,468
-24% -$248K 0.01% 581
2014
Q3 		$1.07M Buy
39,940
+927
+2% +$25K 0.01% 380
2014
Q2 		$1.07M Buy
39,013
+360
+0.9% +$9.28K 0.01% 372
2014
Q1 		$892K Buy
38,653
+4,483
+13% +$108K 0.01% 405
2013
Q4 		$784K Buy
34,170
+455
+1% +$10.5K 0.01% 372
2013
Q3 		$751K Sell
33,715
-4,899
-13% -$110K 0.01% 329
2013
Q2 		$836K Buy
+38,614
New +$793K 0.02% 277

Other funds holding FGP

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Creative Planning's FGP Position: Q1 2020 in Review

Creative Planning sold out of Ferrellgas Partners, L.P. (FGP) in Q1 2020, closing a stake of 66,415 shares — an estimated $22K sold.

Creative Planning first reported a position in FGP in Q2 2013 and held it in 27 quarters. The position peaked at $1.07M in Q3 2014. 15 funds tracked by Wall St. Rank hold FGP as of Q1 2020.

  • Creative Planning reported no remaining Ferrellgas Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 66,415 Ferrellgas Partners, L.P. shares in Q1 2020, an estimated $22K.
  • Creative Planning first reported a position in Ferrellgas Partners, L.P. in Q2 2013 and held it in 27 quarters.
  • Creative Planning's Ferrellgas Partners, L.P. position peaked at $1.07M in Q3 2014.
  • 15 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.