LFS
FGP

Legacy Financial Strategies’s Ferrellgas Partners, L.P. FGP Stock Holding History

Legacy Financial Strategies’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
2020
Q1 		– Sell
-20,000
Closed -$7K – 66
2019
Q4 		$7K Hold
20,000
– – 0.01% 66
2019
Q3 		$10K Hold
20,000
– – 0.01% 61
2019
Q2 		$19K Hold
20,000
– – 0.02% 56
2019
Q1 		$26K Hold
20,000
– – 0.02% 53
2018
Q4 		$11K Hold
20,000
– – 0.01% 54
2018
Q3 		$30K Buy
20,000
+5,000
+33% +$15.7K 0.03% 56
2018
Q2 		$50K Buy
15,000
+685
+5% +$2.4K 0.04% 91
2018
Q1 		$45K Hold
14,315
– – 0.04% 91
2017
Q4 		$61K Buy
+14,315
New +$66K 0.06% 96

Other funds holding FGP

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Legacy Financial Strategies's FGP Position: Q1 2020 in Review

Legacy Financial Strategies sold out of Ferrellgas Partners, L.P. (FGP) in Q1 2020, closing a stake of 20,000 shares — an estimated $7K sold.

Legacy Financial Strategies first reported a position in FGP in Q4 2017 and held it in 9 quarters. The position peaked at $61K in Q4 2017. 15 funds tracked by Wall St. Rank hold FGP as of Q1 2020.

  • Legacy Financial Strategies reported no remaining Ferrellgas Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • Legacy Financial Strategies sold 20,000 Ferrellgas Partners, L.P. shares in Q1 2020, an estimated $7K.
  • Legacy Financial Strategies first reported a position in Ferrellgas Partners, L.P. in Q4 2017 and held it in 9 quarters.
  • Legacy Financial Strategies's Ferrellgas Partners, L.P. position peaked at $61K in Q4 2017.
  • 15 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q1 2020.

Based on Legacy Financial Strategies's 13F filing for Q1 2020, filed 4 May 2020.