D. Scott Neal’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,938	Closed	-$88K	–	188
2016 Q3	$88K	Sell	1,938 -1,938	-50%	-$88K	0.07%	56
2016 Q2	$175K	Hold	3,876	–	–	0.16%	33
2016 Q1	$156K	Hold	3,876	–	–	0.15%	34
2015 Q4	$131K	Buy	+3,876	New	+$131K	0.1%	40