EWM
FGP

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

Executive 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
Q3 		– Sell
-500
Closed – – 914
2019
Q2 		$0 Hold
500
– – ﹤0.01% 961
2019
Q1 		$1K Hold
500
– – ﹤0.01% 823
2018
Q4 		$0 Buy
+500
New +$699 ﹤0.01% 921

Other funds holding FGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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 $147B AUM 18.73% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Executive Wealth Management's FGP Position: Q3 2019 in Review

Executive Wealth Management sold out of Ferrellgas Partners, L.P. (FGP) in Q3 2019, closing a stake of 500 shares.

Executive Wealth Management first reported a position in FGP in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 56 funds tracked by Wall St. Rank hold FGP as of Q3 2019.

  • Executive Wealth Management reported no remaining Ferrellgas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 500 Ferrellgas Partners, L.P. shares in Q3 2019.
  • Executive Wealth Management first reported a position in Ferrellgas Partners, L.P. in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Ferrellgas Partners, L.P. position peaked at $1K in Q1 2019.
  • 56 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.