Koch Industries’s UGI UGI Stock Holding History

Koch Industries’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 Q2	–	Sell	-6,983	Closed	-$310K	–	616
2018 Q1	$310K	Buy	6,983 +1,169	+20%	+$52.4K	0.03%	629
2017 Q4	$273K	Buy	+5,814	New	+$278K	0.04%	488

Other funds holding UGI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

CBOA

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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Koch Industries's UGI Position: Q2 2018 in Review

Koch Industries sold out of UGI (UGI) in Q2 2018, closing a stake of 6,983 shares — an estimated $310K sold.

Koch Industries first reported a position in UGI in Q4 2017 and held it in 2 quarters. The position peaked at $310K in Q1 2018. 449 funds tracked by Wall St. Rank hold UGI as of Q2 2018.

Koch Industries reported no remaining UGI position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 6,983 UGI shares in Q2 2018, an estimated $310K.
Koch Industries first reported a position in UGI in Q4 2017 and held it in 2 quarters.
Koch Industries's UGI position peaked at $310K in Q1 2018.
449 funds tracked by Wall St. Rank held UGI as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.