Meridian Wealth Management’s UGI UGI Stock Holding History

Meridian 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 Q3	–	Sell	-600	Closed	-$320	–	474
2019 Q2	$320	Buy	+600	New	+$31.9K	0.01%	448

Other funds holding UGI

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Meridian Wealth Management's UGI Position: Q3 2019 in Review

Meridian Wealth Management sold out of UGI (UGI) in Q3 2019, closing a stake of 600 shares — an estimated $320 sold.

Meridian Wealth Management first reported a position in UGI in Q2 2019 and held it in 1 quarter. The position peaked at $320 in Q2 2019. 509 funds tracked by Wall St. Rank hold UGI as of Q3 2019.

Meridian Wealth Management reported no remaining UGI position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 600 UGI shares in Q3 2019, an estimated $320.
Meridian Wealth Management first reported a position in UGI in Q2 2019 and held it in 1 quarter.
Meridian Wealth Management's UGI position peaked at $320 in Q2 2019.
509 funds tracked by Wall St. Rank held UGI as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.