WCM
FGP

Wealthcare Capital Management’s Ferrellgas Partners, L.P. FGP Stock Holding History

Wealthcare Capital Management’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
2013
Q3 		– Sell
-900
Closed -$19K – 130
2013
Q2 		$19K Buy
+900
New +$18.5K ﹤0.01% 67

Other funds holding FGP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
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
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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

Wealthcare Capital Management's FGP Position: Q3 2013 in Review

Wealthcare Capital Management sold out of Ferrellgas Partners, L.P. (FGP) in Q3 2013, closing a stake of 900 shares — an estimated $19K sold.

Wealthcare Capital Management first reported a position in FGP in Q2 2013 and held it in 1 quarter. The position peaked at $19K in Q2 2013. 85 funds tracked by Wall St. Rank hold FGP as of Q3 2013.

  • Wealthcare Capital Management reported no remaining Ferrellgas Partners, L.P. position as of Q3 2013 after selling out during the quarter.
  • Wealthcare Capital Management sold 900 Ferrellgas Partners, L.P. shares in Q3 2013, an estimated $19K.
  • Wealthcare Capital Management first reported a position in Ferrellgas Partners, L.P. in Q2 2013 and held it in 1 quarter.
  • Wealthcare Capital Management's Ferrellgas Partners, L.P. position peaked at $19K in Q2 2013.
  • 85 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q3 2013.

Based on Wealthcare Capital Management's 13F filing for Q3 2013, filed 22 Oct 2013.