Perigon Wealth Management’s Ferrellgas Partners, L.P. FGP Stock Holding History

Perigon Wealth Management’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	-16,298	Closed	-$190K	–	771
2016 Q3	$190K	Hold	16,298	–	–	0.05%	208
2016 Q2	$301K	Buy	+16,298	New	+$301K	0.08%	171
2016 Q1	–	Sell	-16,298	Closed	-$271K	–	335
2015 Q4	$271K	Hold	16,298	–	–	0.07%	181
2015 Q3	$322K	Hold	16,298	–	–	0.1%	164
2015 Q2	$367K	Hold	16,298	–	–	0.1%	168
2015 Q1	$397K	Hold	16,298	–	–	0.11%	162
2014 Q4	$358K	Hold	16,298	–	–	0.11%	155
2014 Q3	$438K	Hold	16,298	–	–	0.13%	132
2014 Q2	$446K	Buy	+16,298	New	+$420K	0.13%	132

Other funds holding FGP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GXMC

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Perigon Wealth Management's FGP Position: Q4 2016 in Review

Perigon Wealth Management sold out of Ferrellgas Partners, L.P. (FGP) in Q4 2016, closing a stake of 16,298 shares — an estimated $190K sold.

Perigon Wealth Management first reported a position in FGP in Q2 2014 and held it in 9 quarters. The position peaked at $446K in Q2 2014. 106 funds tracked by Wall St. Rank hold FGP as of Q4 2016.

Perigon Wealth Management reported no remaining Ferrellgas Partners, L.P. position as of Q4 2016 after selling out during the quarter.
Perigon Wealth Management sold 16,298 Ferrellgas Partners, L.P. shares in Q4 2016, an estimated $190K.
Perigon Wealth Management first reported a position in Ferrellgas Partners, L.P. in Q2 2014 and held it in 9 quarters.
Perigon Wealth Management's Ferrellgas Partners, L.P. position peaked at $446K in Q2 2014.
106 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q4 2016.

Based on Perigon Wealth Management's 13F filing for Q4 2016, filed 7 Mar 2017.