Brave Asset Management’s UGI UGI Stock Holding History

Brave Asset 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
2016 Q4	–	Sell	-1,500	Closed	-$68K	–	316
2016 Q3	$68K	Hold	1,500	–	–	0.04%	199
2016 Q2	$68K	Hold	1,500	–	–	0.05%	198
2016 Q1	$60K	Hold	1,500	–	–	0.04%	204
2015 Q4	$51K	Hold	1,500	–	–	0.03%	218
2015 Q3	$52K	Hold	1,500	–	–	0.04%	205
2015 Q2	$52K	Hold	1,500	–	–	0.04%	227
2015 Q1	$49K	Hold	1,500	–	–	0.03%	225
2014 Q4	$57K	Hold	1,500	–	–	0.04%	213
2014 Q3	$51K	Hold	1,500	–	–	0.04%	218
2014 Q2	$51K	Hold	1,500	–	–	0.04%	221
2014 Q1	$46K	Hold	1,500	–	–	0.04%	224
2013 Q4	$41K	Buy	+1,500	New	+$40.4K	0.03%	229

Other funds holding UGI

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Brave Asset Management's UGI Position: Q4 2016 in Review

Brave Asset Management sold out of UGI (UGI) in Q4 2016, closing a stake of 1,500 shares — an estimated $68K sold.

Brave Asset Management first reported a position in UGI in Q4 2013 and held it in 12 quarters. The position peaked at $68K in Q3 2016. 426 funds tracked by Wall St. Rank hold UGI as of Q4 2016.

Brave Asset Management reported no remaining UGI position as of Q4 2016 after selling out during the quarter.
Brave Asset Management sold 1,500 UGI shares in Q4 2016, an estimated $68K.
Brave Asset Management first reported a position in UGI in Q4 2013 and held it in 12 quarters.
Brave Asset Management's UGI position peaked at $68K in Q3 2016.
426 funds tracked by Wall St. Rank held UGI as of Q4 2016.

Based on Brave Asset Management's 13F filing for Q4 2016, filed 27 Jan 2017.