Kanaly Trust’s Ferrellgas Partners, L.P. FGP Stock Holding History

Kanaly Trust’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
2015 Q1	–	Sell	-500	Closed	-$11K	–	739
2014 Q4	$11K	Hold	500	–	–	﹤0.01%	459
2014 Q3	$13K	Hold	500	–	–	﹤0.01%	424
2014 Q2	$14K	Hold	500	–	–	﹤0.01%	436
2014 Q1	$12K	Hold	500	–	–	﹤0.01%	471
2013 Q4	$11K	Buy	+500	New	+$11.5K	﹤0.01%	447

Other funds holding FGP

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TYCC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Kanaly Trust's FGP Position: Q1 2015 in Review

Kanaly Trust sold out of Ferrellgas Partners, L.P. (FGP) in Q1 2015, closing a stake of 500 shares — an estimated $11K sold.

Kanaly Trust first reported a position in FGP in Q4 2013 and held it in 5 quarters. The position peaked at $14K in Q2 2014. 104 funds tracked by Wall St. Rank hold FGP as of Q1 2015.

Kanaly Trust reported no remaining Ferrellgas Partners, L.P. position as of Q1 2015 after selling out during the quarter.
Kanaly Trust sold 500 Ferrellgas Partners, L.P. shares in Q1 2015, an estimated $11K.
Kanaly Trust first reported a position in Ferrellgas Partners, L.P. in Q4 2013 and held it in 5 quarters.
Kanaly Trust's Ferrellgas Partners, L.P. position peaked at $14K in Q2 2014.
104 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q1 2015.

Based on Kanaly Trust's 13F filing for Q1 2015, filed 28 Apr 2015.