HM Payson & Co’s Ferrellgas Partners, L.P. FGP Stock Holding History

HM Payson & Co’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	-6,656	Closed	-$7K	–	988
2019 Q3	$7K	Buy	+6,656	New	+$5.67K	﹤0.01%	854
2018 Q4	–	Sell	-10,000	Closed	-$22K	–	352
2018 Q3	$22K	Hold	10,000	–	–	﹤0.01%	323
2018 Q2	$34K	Hold	10,000	–	–	﹤0.01%	342
2018 Q1	$31K	Hold	10,000	–	–	﹤0.01%	334
2017 Q4	$43K	Hold	10,000	–	–	﹤0.01%	349
2017 Q3	$51K	Hold	10,000	–	–	﹤0.01%	328
2017 Q2	$46K	Hold	10,000	–	–	﹤0.01%	339
2017 Q1	$60K	Hold	10,000	–	–	﹤0.01%	334
2016 Q4	$68K	Hold	10,000	–	–	﹤0.01%	329
2016 Q3	$116K	Hold	10,000	–	–	0.01%	319
2016 Q2	$185K	Hold	10,000	–	–	0.01%	312
2016 Q1	$174K	Hold	10,000	–	–	0.01%	316
2015 Q4	$166K	Hold	10,000	–	–	0.01%	300
2015 Q3	$198K	Buy	+10,000	New	+$213K	0.01%	280

Other funds holding FGP

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

HM Payson & Co's FGP Position: Q4 2019 in Review

HM Payson & Co sold out of Ferrellgas Partners, L.P. (FGP) in Q4 2019, closing a stake of 6,656 shares — an estimated $7K sold.

HM Payson & Co first reported a position in FGP in Q3 2015 and held it in 14 quarters. The position peaked at $198K in Q3 2015. 57 funds tracked by Wall St. Rank hold FGP as of Q4 2019.

HM Payson & Co reported no remaining Ferrellgas Partners, L.P. position as of Q4 2019 after selling out during the quarter.
HM Payson & Co sold 6,656 Ferrellgas Partners, L.P. shares in Q4 2019, an estimated $7K.
HM Payson & Co first reported a position in Ferrellgas Partners, L.P. in Q3 2015 and held it in 14 quarters.
HM Payson & Co's Ferrellgas Partners, L.P. position peaked at $198K in Q3 2015.
57 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q4 2019.

Based on HM Payson & Co's 13F filing for Q4 2019, filed 18 Feb 2020.