DWA
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Douglass Winthrop Advisors’s UGI UGI Stock Holding History

Douglass Winthrop Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,725
Closed -$233K – 251
2017
Q1 		$233K Hold
4,725
– – 0.01% 226
2016
Q4 		$218K Hold
4,725
– – 0.01% 227
2016
Q3 		$214K Hold
4,725
– – 0.01% 233
2016
Q2 		$214K Buy
+4,725
New +$214K 0.02% 228