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BB&T Investment Services’s UGI UGI Stock Holding History

BB&T Investment 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
2017
Q4 		$4K Sell
68
-153
-69% -$7.31K ﹤0.01% 1139
2017
Q3 		$10K Buy
221
+153
+225% +$7.47K ﹤0.01% 846
2017
Q2 		$4K Hold
68
– – ﹤0.01% 920
2017
Q1 		$4K Buy
+68
New +$3.23K ﹤0.01% 867

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

BB&T Investment Services's UGI Position: Q4 2017 in Review

BB&T Investment Services reduced its UGI (UGI) stake by 69% in Q4 2017, selling an estimated $7.31K and leaving 68 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

BB&T Investment Services first reported a position in UGI in Q1 2017 and has held it in 4 quarters since. The position peaked at $10K in Q3 2017. 451 funds tracked by Wall St. Rank hold UGI as of Q4 2017.

  • BB&T Investment Services held 68 shares of UGI worth $4K as of Q4 2017.
  • BB&T Investment Services sold 153 UGI shares in Q4 2017, an estimated $7.31K.
  • UGI made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1139 holding.
  • BB&T Investment Services first reported a position in UGI in Q1 2017 and has held it in 4 quarters since.
  • BB&T Investment Services's UGI position peaked at $10K in Q3 2017.
  • 451 funds tracked by Wall St. Rank held UGI as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.