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 $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hefty Wealth Partners's UGI Position: Q1 2018 in Review

Hefty Wealth Partners held its UGI (UGI) position steady in Q1 2018 at 307 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #177.

Hefty Wealth Partners first reported a position in UGI in Q4 2015 and has held it in 10 quarters since. The position peaked at $15K in Q1 2017. 449 funds tracked by Wall St. Rank hold UGI as of Q1 2018.

Hefty Wealth Partners held 307 shares of UGI worth $14K as of Q1 2018.
Hefty Wealth Partners left its UGI share count unchanged in Q1 2018.
UGI made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #177 holding.
Hefty Wealth Partners first reported a position in UGI in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's UGI position peaked at $15K in Q1 2017.
449 funds tracked by Wall St. Rank held UGI as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.