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Genesis Wealth Advisors’s UGI UGI Stock Holding History

Genesis Wealth 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
2015
Q2 		$1.14K Buy
+33
New +$1.17K ﹤0.01% 472

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Genesis Wealth Advisors's UGI Position: Q2 2015 in Review

Genesis Wealth Advisors opened a new position in UGI (UGI) in Q2 2015: 33 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings.

363 funds tracked by Wall St. Rank hold UGI as of Q2 2015.

  • Genesis Wealth Advisors held 33 shares of UGI worth $1.14K as of Q2 2015.
  • UGI was a new Genesis Wealth Advisors position in Q2 2015.
  • UGI made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #472 holding.
  • 363 funds tracked by Wall St. Rank held UGI as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.