U
FGP

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

UBS’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
2014
Q3 		$1.94M Buy
72,186
+35,827
+99% +$966K ﹤0.01% 2936
2014
Q2 		$995K Sell
36,359
-1,552
-4% -$40K ﹤0.01% 3552
2014
Q1 		$875K Sell
37,911
-555
-1% -$13.3K ﹤0.01% 3621
2013
Q4 		$882K Sell
38,466
-57,689
-60% -$1.33M ﹤0.01% 3684
2013
Q3 		$2.14M Buy
96,155
+52,492
+120% +$1.18M ﹤0.01% 2500
2013
Q2 		$945K Buy
+43,663
New +$896K ﹤0.01% 3405

Other funds holding FGP

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
CS
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

UBS's FGP Position: Q3 2014 in Review

UBS increased its Ferrellgas Partners, L.P. (FGP) stake by 99% in Q3 2014, buying an estimated $966K and bringing the position to 72,186 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

UBS first reported a position in FGP in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.14M in Q3 2013. 94 funds tracked by Wall St. Rank hold FGP as of Q3 2014.

  • UBS held 72,186 shares of Ferrellgas Partners, L.P. worth $1.94M as of Q3 2014.
  • UBS bought 35,827 Ferrellgas Partners, L.P. shares in Q3 2014, an estimated $966K.
  • Ferrellgas Partners, L.P. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2936 holding.
  • UBS first reported a position in Ferrellgas Partners, L.P. in Q2 2013 and has held it in 6 quarters since.
  • UBS's Ferrellgas Partners, L.P. position peaked at $2.14M in Q3 2013.
  • 94 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.