RIA
FGP

Regal Investment Advisors’s Ferrellgas Partners, L.P. FGP Stock Holding History

Regal Investment 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
2019
Q4 		– Sell
-17,000
Closed -$18K – 360
2019
Q3 		$18K Sell
17,000
-10,500
-38% -$8.95K ﹤0.01% 318
2019
Q2 		$26K Buy
27,500
+2,900
+12% +$3.41K 0.01% 315
2019
Q1 		$32K Buy
+24,600
New +$30.7K 0.01% 343
2015
Q4 		– Sell
-898
Closed -$17K – 971
2015
Q3 		$17K Buy
898
+202
+29% +$4.31K ﹤0.01% 599
2015
Q2 		$15K Buy
696
+91
+15% +$2.16K ﹤0.01% 599
2015
Q1 		$15K Buy
605
+13
+2% +$306 ﹤0.01% 619
2014
Q4 		$13K Buy
592
+11
+2% +$288 ﹤0.01% 613
2014
Q3 		$16K Buy
581
+11
+2% +$297 ﹤0.01% 604
2014
Q2 		$16K Buy
570
+10
+2% +$258 0.01% 588
2014
Q1 		$13K Buy
+560
New +$13.5K 0.01% 598
2013
Q4 		– Sell
-537
Closed -$12K – 992
2013
Q3 		$12K Buy
537
+12
+2% +$269 0.01% 574
2013
Q2 		$11K Buy
+525
New +$10.8K 0.01% 573

Other funds holding FGP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Regal Investment Advisors's FGP Position: Q4 2019 in Review

Regal Investment Advisors sold out of Ferrellgas Partners, L.P. (FGP) in Q4 2019, closing a stake of 17,000 shares — an estimated $18K sold.

Regal Investment Advisors first reported a position in FGP in Q2 2013 and held it in 12 quarters. The position peaked at $32K in Q1 2019. 57 funds tracked by Wall St. Rank hold FGP as of Q4 2019.

  • Regal Investment Advisors reported no remaining Ferrellgas Partners, L.P. position as of Q4 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 17,000 Ferrellgas Partners, L.P. shares in Q4 2019, an estimated $18K.
  • Regal Investment Advisors first reported a position in Ferrellgas Partners, L.P. in Q2 2013 and held it in 12 quarters.
  • Regal Investment Advisors's Ferrellgas Partners, L.P. position peaked at $32K in Q1 2019.
  • 57 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q4 2019.

Based on Regal Investment Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.