Plante Moran Financial Advisors’s Ferrellgas Partners, L.P. FGP Stock Holding History

Plante Moran Financial Advisors’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
2018 Q4	–	Sell	-6,289	Closed	-$14K	–	1000
2018 Q3	$14K	Hold	6,289	–	–	﹤0.01%	465
2018 Q2	$21K	Hold	6,289	–	–	0.01%	470
2018 Q1	$20K	Hold	6,289	–	–	0.01%	511
2017 Q4	$27K	Sell	6,289 -200	-3%	-$922	0.02%	460
2017 Q3	$33K	Hold	6,489	–	–	0.02%	392
2017 Q2	$30K	Hold	6,489	–	–	0.02%	409
2017 Q1	$39K	Hold	6,489	–	–	0.02%	362
2016 Q4	$44K	Hold	6,489	–	–	0.03%	357
2016 Q3	$76K	Hold	6,489	–	–	0.05%	247
2016 Q2	$120K	Hold	6,489	–	–	0.09%	163
2016 Q1	$113K	Hold	6,489	–	–	0.09%	161
2015 Q4	$108K	Hold	6,489	–	–	0.08%	176
2015 Q3	$128K	Hold	6,489	–	–	0.1%	150
2015 Q2	$146K	Hold	6,489	–	–	0.1%	149
2015 Q1	$158K	Hold	6,489	–	–	0.11%	139
2014 Q4	$143K	Hold	6,489	–	–	0.11%	139
2014 Q3	$174K	Hold	6,489	–	–	0.15%	107
2014 Q2	$178K	Hold	6,489	–	–	0.16%	98
2014 Q1	$150K	Hold	6,489	–	–	0.16%	84
2013 Q4	$149K	Hold	6,489	–	–	0.08%	110
2013 Q3	$145K	Hold	6,489	–	–	0.09%	84
2013 Q2	$140K	Buy	+6,489	New	+$133K	0.1%	85

Other funds holding FGP

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

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

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TYCC

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

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

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Plante Moran Financial Advisors's FGP Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Ferrellgas Partners, L.P. (FGP) in Q4 2018, closing a stake of 6,289 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in FGP in Q2 2013 and held it in 22 quarters. The position peaked at $178K in Q2 2014. 70 funds tracked by Wall St. Rank hold FGP as of Q4 2018.

Plante Moran Financial Advisors reported no remaining Ferrellgas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 6,289 Ferrellgas Partners, L.P. shares in Q4 2018, an estimated $14K.
Plante Moran Financial Advisors first reported a position in Ferrellgas Partners, L.P. in Q2 2013 and held it in 22 quarters.
Plante Moran Financial Advisors's Ferrellgas Partners, L.P. position peaked at $178K in Q2 2014.
70 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.