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

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

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Diamond Hill Capital Management

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