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Advocacy Wealth Management Services’s UGI UGI Stock Holding History

Advocacy Wealth Management Services’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
2020
Q1 		– Sell
-216
Closed -$10K – 139
2019
Q4 		$10K Hold
216
– – ﹤0.01% 124
2019
Q3 		$11K Buy
+216
New +$10.8K 0.01% 123

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Advocacy Wealth Management Services's UGI Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of UGI (UGI) in Q1 2020, closing a stake of 216 shares — an estimated $10K sold.

Advocacy Wealth Management Services first reported a position in UGI in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 439 funds tracked by Wall St. Rank hold UGI as of Q1 2020.

  • Advocacy Wealth Management Services reported no remaining UGI position as of Q1 2020 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 216 UGI shares in Q1 2020, an estimated $10K.
  • Advocacy Wealth Management Services first reported a position in UGI in Q3 2019 and held it in 2 quarters.
  • Advocacy Wealth Management Services's UGI position peaked at $11K in Q3 2019.
  • 439 funds tracked by Wall St. Rank held UGI as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.