Wealthspire Advisors (Maryland)’s Ferrellgas Partners, L.P. FGP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,702	Closed	-$2K	–	2428
2019 Q1	$2K	Hold	1,702	–	–	﹤0.01%	2258
2018 Q4	$1K	Hold	1,702	–	–	﹤0.01%	2391
2018 Q3	$4K	Hold	1,702	–	–	﹤0.01%	1974
2018 Q2	$6K	Hold	1,702	–	–	﹤0.01%	1759
2018 Q1	$5K	Hold	1,702	–	–	﹤0.01%	1860
2017 Q4	$7K	Hold	1,702	–	–	﹤0.01%	1753
2017 Q3	$9K	Hold	1,702	–	–	﹤0.01%	1630
2017 Q2	$8K	Hold	1,702	–	–	﹤0.01%	1639
2017 Q1	$10K	Hold	1,702	–	–	﹤0.01%	1355
2016 Q4	$12K	Hold	1,702	–	–	﹤0.01%	1179
2016 Q3	$20K	Sell	1,702 -500	-23%	-$9.35K	﹤0.01%	1061
2016 Q2	$41K	Hold	2,202	–	–	0.01%	789
2016 Q1	$38K	Hold	2,202	–	–	0.01%	776
2015 Q4	$37K	Buy	+2,202	New	+$42.2K	0.01%	799

Other funds holding FGP

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

AUIM

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

TYCC

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

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FGP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Ferrellgas Partners, L.P. (FGP) in Q2 2019, closing a stake of 1,702 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in FGP in Q4 2015 and held it in 14 quarters. The position peaked at $41K in Q2 2016. 66 funds tracked by Wall St. Rank hold FGP as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Ferrellgas Partners, L.P. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,702 Ferrellgas Partners, L.P. shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Ferrellgas Partners, L.P. in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Ferrellgas Partners, L.P. position peaked at $41K in Q2 2016.
66 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.