Archford Capital Strategies’s UGI UGI Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-21	Closed	-$1K	–	687
2018 Q2	$1K	Hold	21	–	–	﹤0.01%	651
2018 Q1	$1K	Buy	+21	New	+$942	﹤0.01%	613
2017 Q2	–	Sell	-21	Closed	-$1K	–	600
2017 Q1	$1K	Hold	21	–	–	﹤0.01%	675
2016 Q4	$0	Hold	21	–	–	﹤0.01%	748
2016 Q3	$0	Hold	21	–	–	﹤0.01%	723
2016 Q2	$1K	Buy	+21	New	+$885	﹤0.01%	671
2016 Q1	–	Sell	-21	Closed	-$1K	–	577
2015 Q4	$1K	Hold	21	–	–	﹤0.01%	797
2015 Q3	$1K	Hold	21	–	–	﹤0.01%	646
2015 Q2	$1K	Hold	21	–	–	﹤0.01%	624
2015 Q1	$684	Hold	21	–	–	﹤0.01%	669
2014 Q4	$1K	Hold	21	–	–	﹤0.01%	652
2014 Q3	$1K	Hold	21	–	–	﹤0.01%	649
2014 Q2	$707	Hold	21	–	–	﹤0.01%	814
2014 Q1	$639	Buy	+21	New	+$605	﹤0.01%	771

Other funds holding UGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return