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Gary Goldberg Planning Services’s UGI UGI Stock Holding History

Gary Goldberg Planning Services’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 		$34K Hold
900
– – 0.01% 259
2014
Q3 		$31K Buy
+900
New +$30.6K 0.01% 283

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

Gary Goldberg Planning Services's UGI Position: Q4 2014 in Review

Gary Goldberg Planning Services held its UGI (UGI) position steady in Q4 2014 at 900 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #259.

Gary Goldberg Planning Services first reported a position in UGI in Q3 2014 and has held it in 2 quarters since. 368 funds tracked by Wall St. Rank hold UGI as of Q4 2014.

  • Gary Goldberg Planning Services held 900 shares of UGI worth $34K as of Q4 2014.
  • Gary Goldberg Planning Services left its UGI share count unchanged in Q4 2014.
  • UGI made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #259 holding.
  • Gary Goldberg Planning Services first reported a position in UGI in Q3 2014 and has held it in 2 quarters since.
  • 368 funds tracked by Wall St. Rank held UGI as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.