People's United Financial’s UGI UGI Stock Holding History

People's United Financial’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 Q2	–	Sell	-5,982	Closed	-$332K	–	796
2019 Q1	$332K	Buy	5,982 +100	+2%	+$5.47K	0.01%	598
2018 Q4	$314K	Buy	5,882 +599	+11%	+$33.3K	0.01%	600
2018 Q3	$294K	Buy	+5,283	New	+$285K	0.01%	612
2017 Q3	–	Sell	-1,600	Closed	-$77K	–	902
2017 Q2	$77K	Sell	1,600 -200	-11%	-$9.94K	﹤0.01%	697
2017 Q1	$89K	Hold	1,800	–	–	﹤0.01%	671
2016 Q4	$83K	Hold	1,800	–	–	﹤0.01%	654
2016 Q3	$81K	Sell	1,800 -300	-14%	-$13.7K	﹤0.01%	514
2016 Q2	$95K	Hold	2,100	–	–	0.01%	479
2016 Q1	$85K	Hold	2,100	–	–	﹤0.01%	501
2015 Q4	$71K	Hold	2,100	–	–	﹤0.01%	535
2015 Q3	$73K	Hold	2,100	–	–	﹤0.01%	519
2015 Q2	$72K	Hold	2,100	–	–	﹤0.01%	530
2015 Q1	$68K	Hold	2,100	–	–	﹤0.01%	528
2014 Q4	$80K	Hold	2,100	–	–	﹤0.01%	507
2014 Q3	$72K	Hold	2,100	–	–	﹤0.01%	520
2014 Q2	$71K	Hold	2,100	–	–	﹤0.01%	528
2014 Q1	$64K	Hold	2,100	–	–	﹤0.01%	502
2013 Q4	$58K	Hold	2,100	–	–	﹤0.01%	507
2013 Q3	$55K	Hold	2,100	–	–	﹤0.01%	503
2013 Q2	$55K	Buy	+2,100	New	+$55.3K	﹤0.01%	484

Other funds holding UGI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

CBOA

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

First Eagle Investment Management New York $60.8B AUM 26.63% 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

People's United Financial's UGI Position: Q2 2019 in Review

People's United Financial sold out of UGI (UGI) in Q2 2019, closing a stake of 5,982 shares — an estimated $332K sold.

People's United Financial first reported a position in UGI in Q2 2013 and held it in 20 quarters. The position peaked at $332K in Q1 2019. 452 funds tracked by Wall St. Rank hold UGI as of Q2 2019.

People's United Financial reported no remaining UGI position as of Q2 2019 after selling out during the quarter.
People's United Financial sold 5,982 UGI shares in Q2 2019, an estimated $332K.
People's United Financial first reported a position in UGI in Q2 2013 and held it in 20 quarters.
People's United Financial's UGI position peaked at $332K in Q1 2019.
452 funds tracked by Wall St. Rank held UGI as of Q2 2019.

Based on People's United Financial's 13F filing for Q2 2019, filed 14 Aug 2019.