Mountain Pacific Investment Advisers’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-381,673
| Closed | -$17.2M | – | 129 |
|
|
2019
Q4 | $17.2M | Sell |
381,673
-22,534
| -6% | -$1.02M | 1.45% | 30 |
|
|
2019
Q3 | $20.3M | Buy |
404,207
+21,357
| +6% | +$1.07M | 1.83% | 21 |
|
|
2019
Q2 | $20.4M | Buy |
382,850
+45,565
| +14% | +$2.43M | 1.85% | 20 |
|
|
2019
Q1 | $18.7M | Buy |
337,285
+3,691
| +1% | +$205K | 1.79% | 23 |
|
|
2018
Q4 | $17.8M | Buy |
333,594
+7,142
| +2% | +$381K | 1.99% | 21 |
|
|
2018
Q3 | $18.1M | Buy |
326,452
+10,875
| +3% | +$603K | 1.7% | 25 |
|
|
2018
Q2 | $16.4M | Buy |
315,577
+1,582
| +0.5% | +$82.4K | 1.67% | 30 |
|
|
2018
Q1 | $13.9M | Sell |
313,995
-2,800
| -0.9% | -$124K | 1.44% | 34 |
|
|
2017
Q4 | $14.9M | Buy |
316,795
+89,810
| +40% | +$4.22M | 1.56% | 30 |
|
|
2017
Q3 | $10.6M | Buy |
226,985
+159,285
| +235% | +$7.46M | 1.16% | 36 |
|
|
2017
Q2 | $3.28M | Buy |
+67,700
| New | +$3.28M | 0.37% | 45 |
|