Gupta Wealth Management’s UGI UGI Stock Holding History

Gupta Wealth Management’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
2016 Q1	$9K	Buy	+212	New	+$7.69K	﹤0.01%	881

Other funds holding UGI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Gupta Wealth Management's UGI Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in UGI (UGI) in Q1 2016: 212 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings.

376 funds tracked by Wall St. Rank hold UGI as of Q1 2016.

Gupta Wealth Management held 212 shares of UGI worth $9K as of Q1 2016.
UGI was a new Gupta Wealth Management position in Q1 2016.
UGI made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #881 holding.
376 funds tracked by Wall St. Rank held UGI as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.