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 Sacramento, California $177B AUM 39.86% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $3.06B AUM 30.02% 1-Year Est. Return

WealthPLAN Partners's FGP Position: Q1 2020 in Review

WealthPLAN Partners sold out of Ferrellgas Partners, L.P. (FGP) in Q1 2020, closing a stake of 17,133 shares — an estimated $6K sold.

WealthPLAN Partners first reported a position in FGP in Q2 2016 and held it in 7 quarters. The position peaked at $34K in Q4 2018. 15 funds tracked by Wall St. Rank hold FGP as of Q1 2020.

WealthPLAN Partners reported no remaining Ferrellgas Partners, L.P. position as of Q1 2020 after selling out during the quarter.
WealthPLAN Partners sold 17,133 Ferrellgas Partners, L.P. shares in Q1 2020, an estimated $6K.
WealthPLAN Partners first reported a position in Ferrellgas Partners, L.P. in Q2 2016 and held it in 7 quarters.
WealthPLAN Partners's Ferrellgas Partners, L.P. position peaked at $34K in Q4 2018.
15 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q1 2020.

Based on WealthPLAN Partners's 13F filing for Q1 2020, filed 15 May 2020.