Financial Architects (New Jersey)’s Ferrellgas Partners, L.P. FGP Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-3,000	Closed	-$10K	–	1561
2018 Q2	$10K	Hold	3,000	–	–	﹤0.01%	1003
2018 Q1	$9K	Hold	3,000	–	–	﹤0.01%	1132
2017 Q4	$13K	Sell	3,000 -1,115	-27%	-$5.14K	﹤0.01%	1087
2017 Q3	$21K	Buy	4,115 +500	+14%	+$2.39K	﹤0.01%	954
2017 Q2	$16K	Sell	3,615 -1,636	-31%	-$9.13K	﹤0.01%	1034
2017 Q1	$32K	Hold	5,251	–	–	0.01%	801
2016 Q4	$36K	Buy	5,251 +1,500	+40%	+$12K	0.01%	676
2016 Q3	$44K	Hold	3,751	–	–	0.01%	614
2016 Q2	$69K	Buy	3,751 +1,000	+36%	+$18.5K	0.02%	462
2016 Q1	$48K	Buy	+2,751	New	+$46K	0.02%	412
2015 Q3	–	Sell	-2,751	Closed	-$62K	–	1052
2015 Q2	$62K	Hold	2,751	–	–	0.02%	399
2015 Q1	$67K	Hold	2,751	–	–	0.03%	358
2014 Q4	$60K	Hold	2,751	–	–	0.03%	320
2014 Q3	$74K	Hold	2,751	–	–	0.04%	267
2014 Q2	$75K	Buy	+2,751	New	+$70.9K	0.04%	273
2013 Q4	–	Sell	-2,751	Closed	-$61K	–	622
2013 Q3	$61K	Sell	2,751 -350	-11%	-$7.84K	0.04%	230
2013 Q2	$67K	Buy	+3,101	New	+$63.7K	0.05%	210

Other funds holding FGP

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Financial Architects (New Jersey)'s FGP Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Ferrellgas Partners, L.P. (FGP) in Q3 2018, closing a stake of 3,000 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in FGP in Q2 2013 and held it in 17 quarters. The position peaked at $75K in Q2 2014. 83 funds tracked by Wall St. Rank hold FGP as of Q3 2018.

Financial Architects (New Jersey) reported no remaining Ferrellgas Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 3,000 Ferrellgas Partners, L.P. shares in Q3 2018, an estimated $10K.
Financial Architects (New Jersey) first reported a position in Ferrellgas Partners, L.P. in Q2 2013 and held it in 17 quarters.
Financial Architects (New Jersey)'s Ferrellgas Partners, L.P. position peaked at $75K in Q2 2014.
83 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.