EA
UGI icon

Edge Advisors’s UGI UGI Stock Holding History

Edge Advisors’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
2018
Q2 		– Sell
-249
Closed -$11K – 913
2018
Q1 		$11K Buy
249
+20
+9% +$897 ﹤0.01% 704
2017
Q4 		$10K Buy
229
+60
+36% +$2.87K ﹤0.01% 743
2017
Q3 		$7K Buy
169
+37
+28% +$1.81K ﹤0.01% 745
2017
Q2 		$6K Sell
132
-10
-7% -$497 ﹤0.01% 794
2017
Q1 		$7K Hold
142
– – ﹤0.01% 793
2016
Q4 		$6K Buy
+142
New +$6.36K ﹤0.01% 726

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Edge Advisors's UGI Position: Q2 2018 in Review

Edge Advisors sold out of UGI (UGI) in Q2 2018, closing a stake of 249 shares — an estimated $11K sold.

Edge Advisors first reported a position in UGI in Q4 2016 and held it in 6 quarters. The position peaked at $11K in Q1 2018. 449 funds tracked by Wall St. Rank hold UGI as of Q2 2018.

  • Edge Advisors reported no remaining UGI position as of Q2 2018 after selling out during the quarter.
  • Edge Advisors sold 249 UGI shares in Q2 2018, an estimated $11K.
  • Edge Advisors first reported a position in UGI in Q4 2016 and held it in 6 quarters.
  • Edge Advisors's UGI position peaked at $11K in Q1 2018.
  • 449 funds tracked by Wall St. Rank held UGI as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.