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

Waverly 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 Q1	–	Sell	-5,000	Closed	-$21K	–	383
2017 Q4	$21K	Buy	+5,000	New	+$23K	﹤0.01%	287
2015 Q4	–	Sell	-1,000	Closed	-$20K	–	425
2015 Q3	$20K	Hold	1,000	–	–	0.01%	275
2015 Q2	$23K	Hold	1,000	–	–	0.01%	206
2015 Q1	$24K	Hold	1,000	–	–	0.01%	184
2014 Q4	$22K	Sell	1,000 -830	-45%	-$21.7K	0.01%	210
2014 Q3	$49K	Hold	1,830	–	–	0.03%	221
2014 Q2	$50K	Hold	1,830	–	–	0.02%	233
2014 Q1	$42K	Sell	1,830 -160	-8%	-$3.84K	0.02%	239
2013 Q4	$46K	Sell	1,990 -2,145	-52%	-$49.5K	0.02%	346
2013 Q3	$92K	Buy	+4,135	New	+$92.6K	0.05%	162

Other funds holding FGP

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 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

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

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

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

Waverly Advisors's FGP Position: Q1 2018 in Review

Waverly Advisors sold out of Ferrellgas Partners, L.P. (FGP) in Q1 2018, closing a stake of 5,000 shares — an estimated $21K sold.

Waverly Advisors first reported a position in FGP in Q3 2013 and held it in 10 quarters. The position peaked at $92K in Q3 2013. 80 funds tracked by Wall St. Rank hold FGP as of Q1 2018.

Waverly Advisors reported no remaining Ferrellgas Partners, L.P. position as of Q1 2018 after selling out during the quarter.
Waverly Advisors sold 5,000 Ferrellgas Partners, L.P. shares in Q1 2018, an estimated $21K.
Waverly Advisors first reported a position in Ferrellgas Partners, L.P. in Q3 2013 and held it in 10 quarters.
Waverly Advisors's Ferrellgas Partners, L.P. position peaked at $92K in Q3 2013.
80 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.