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

WBH Advisory’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 Q1	–	Sell	-12,352	Closed	-$283K	–	220
2013 Q4	$283K	Buy	12,352 +1,387	+13%	+$32K	0.11%	165
2013 Q3	$244K	Buy	+10,965	New	+$246K	0.11%	168

Other funds holding FGP

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IMS

Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

TYCC

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

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

WBH Advisory's FGP Position: Q1 2014 in Review

WBH Advisory sold out of Ferrellgas Partners, L.P. (FGP) in Q1 2014, closing a stake of 12,352 shares — an estimated $283K sold.

WBH Advisory first reported a position in FGP in Q3 2013 and held it in 2 quarters. The position peaked at $283K in Q4 2013. 86 funds tracked by Wall St. Rank hold FGP as of Q1 2014.

WBH Advisory reported no remaining Ferrellgas Partners, L.P. position as of Q1 2014 after selling out during the quarter.
WBH Advisory sold 12,352 Ferrellgas Partners, L.P. shares in Q1 2014, an estimated $283K.
WBH Advisory first reported a position in Ferrellgas Partners, L.P. in Q3 2013 and held it in 2 quarters.
WBH Advisory's Ferrellgas Partners, L.P. position peaked at $283K in Q4 2013.
86 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q1 2014.

Based on WBH Advisory's 13F filing for Q1 2014, filed 29 Apr 2014.