Hefty Wealth Partners’s UGI UGI Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$14K	Hold	307	–	–	0.01%	177
2017 Q4	$14K	Hold	307	–	–	0.01%	176
2017 Q3	$14K	Hold	307	–	–	0.01%	172
2017 Q2	$14K	Hold	307	–	–	0.01%	157
2017 Q1	$15K	Hold	307	–	–	0.01%	160
2016 Q4	$14K	Hold	307	–	–	0.01%	153
2016 Q3	$13K	Hold	307	–	–	0.01%	165
2016 Q2	$13K	Hold	307	–	–	0.01%	136
2016 Q1	$12K	Hold	307	–	–	0.01%	146
2015 Q4	$10K	Buy	+307	New	+$10.7K	0.01%	142

Other funds holding UGI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

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

First Eagle Investment Management

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return