Integrated Wealth Management (Palm Desert)’s Ferrellgas Partners, L.P. FGP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-2,975	Closed	-$35K	–	1154
2016 Q3	$35K	Hold	2,975	–	–	0.01%	487
2016 Q2	$55K	Hold	2,975	–	–	0.02%	386
2016 Q1	$52K	Hold	2,975	–	–	0.02%	376
2015 Q4	$49K	Sell	2,975 -133	-4%	-$2.55K	0.02%	394
2015 Q3	$61K	Hold	3,108	–	–	0.03%	344
2015 Q2	$70K	Buy	3,108 +133	+4%	+$3.16K	0.03%	329
2015 Q1	$72K	Buy	+2,975	New	+$70.1K	0.03%	326

Other funds holding FGP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FGP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Ferrellgas Partners, L.P. (FGP) in Q4 2016, closing a stake of 2,975 shares — an estimated $35K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FGP in Q1 2015 and held it in 7 quarters. The position peaked at $72K in Q1 2015. 106 funds tracked by Wall St. Rank hold FGP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Ferrellgas Partners, L.P. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,975 Ferrellgas Partners, L.P. shares in Q4 2016, an estimated $35K.
Integrated Wealth Management (Palm Desert) first reported a position in Ferrellgas Partners, L.P. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Ferrellgas Partners, L.P. position peaked at $72K in Q1 2015.
106 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.