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Acropolis Investment Management’s UGI UGI Stock Holding History

Acropolis Investment Management’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,276
Closed -$248K – 153
2017
Q4 		$248K Buy
+5,276
New +$252K 0.04% 114

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CBOA
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Acropolis Investment Management's UGI Position: Q1 2018 in Review

Acropolis Investment Management sold out of UGI (UGI) in Q1 2018, closing a stake of 5,276 shares — an estimated $248K sold.

Acropolis Investment Management first reported a position in UGI in Q4 2017 and held it in 1 quarter. The position peaked at $248K in Q4 2017. 448 funds tracked by Wall St. Rank hold UGI as of Q1 2018.

  • Acropolis Investment Management reported no remaining UGI position as of Q1 2018 after selling out during the quarter.
  • Acropolis Investment Management sold 5,276 UGI shares in Q1 2018, an estimated $248K.
  • Acropolis Investment Management first reported a position in UGI in Q4 2017 and held it in 1 quarter.
  • Acropolis Investment Management's UGI position peaked at $248K in Q4 2017.
  • 448 funds tracked by Wall St. Rank held UGI as of Q1 2018.

Based on Acropolis Investment Management's 13F filing for Q1 2018, filed 4 Apr 2018.