WP
FGP

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

WealthPLAN Partners’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
2020
Q1 		– Sell
-17,133
Closed -$6K – 293
2019
Q4 		$6K Sell
17,133
-16,447
-49% -$9.96K ﹤0.01% 248
2019
Q3 		$24K Buy
33,580
+4,750
+16% +$4.05K ﹤0.01% 231
2019
Q2 		$20K Buy
28,830
+4,000
+16% +$4.7K ﹤0.01% 237
2019
Q1 		$31K Buy
24,830
+500
+2% +$623 ﹤0.01% 255
2018
Q4 		$34K Buy
24,330
+9,991
+70% +$14K 0.01% 252
2018
Q3 		$21K Buy
+14,339
New +$44.9K ﹤0.01% 252
2016
Q3 		– Sell
-1,996
Closed -$13.4K – 1100
2016
Q2 		$13.4K Buy
+1,996
New +$36.9K ﹤0.01% 1612

Other funds holding FGP

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.45B AUM 27.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return