Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-8,100
Closed -$432K 1397
2018
Q4
$432K Buy
+8,100
New +$450K 0.01% 935
2018
Q1
Sell
-45,200
Closed -$2.12M 1168
2017
Q4
$2.12M Buy
45,200
+4,900
+12% +$234K 0.02% 438
2017
Q3
$1.89M Buy
+40,300
New +$1.97M 0.02% 464
2015
Q2
Sell
-66,300
Closed -$2.16M 1121
2015
Q1
$2.16M Buy
+66,300
New +$2.32M 0.04% 391
2013
Q4
Sell
-22,500
Closed -$587K 1032
2013
Q3
$587K Buy
22,500
+14,253
+173% +$382K 0.01% 593
2013
Q2
$215K Buy
+8,247
New +$217K 0.01% 731

Other funds holding UGI