Liberty Wealth Management’s UGI UGI Stock Holding History

Liberty 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
2019 Q4	–	Sell	-610	Closed	-$31K	–	962
2019 Q3	$31K	Buy	+610	New	+$30.5K	0.03%	319

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

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

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

Liberty Wealth Management's UGI Position: Q4 2019 in Review

Liberty Wealth Management sold out of UGI (UGI) in Q4 2019, closing a stake of 610 shares — an estimated $31K sold.

Liberty Wealth Management first reported a position in UGI in Q3 2019 and held it in 1 quarter. The position peaked at $31K in Q3 2019. 490 funds tracked by Wall St. Rank hold UGI as of Q4 2019.

Liberty Wealth Management reported no remaining UGI position as of Q4 2019 after selling out during the quarter.
Liberty Wealth Management sold 610 UGI shares in Q4 2019, an estimated $31K.
Liberty Wealth Management first reported a position in UGI in Q3 2019 and held it in 1 quarter.
Liberty Wealth Management's UGI position peaked at $31K in Q3 2019.
490 funds tracked by Wall St. Rank held UGI as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.