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First Citizens Bancorporation’s UGI UGI Stock Holding History

First Citizens Bancorporation’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
2014
Q4 		$1.02M Buy
+26,950
New +$994K 0.69% 67

Other funds holding UGI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Citizens Bancorporation's UGI Position: Q4 2014 in Review

First Citizens Bancorporation opened a new position in UGI (UGI) in Q4 2014: 26,950 shares worth $1.02M. The stake represents 0.69% of the portfolio and ranks #67 among its holdings.

368 funds tracked by Wall St. Rank hold UGI as of Q4 2014.

  • First Citizens Bancorporation held 26,950 shares of UGI worth $1.02M as of Q4 2014.
  • UGI was a new First Citizens Bancorporation position in Q4 2014.
  • UGI made up 0.69% of First Citizens Bancorporation's portfolio in Q4 2014, its #67 holding.
  • 368 funds tracked by Wall St. Rank held UGI as of Q4 2014.

Based on First Citizens Bancorporation's 13F filing for Q4 2014, filed 21 Jan 2015.