Personal CFO Solutions’s UGI UGI Stock Holding History

Personal CFO Solutions’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	-6,517	Closed	-$426K	–	382
2019 Q3	$426K	Buy	+6,517	New	+$326K	0.17%	152

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

Personal CFO Solutions's UGI Position: Q4 2019 in Review

Personal CFO Solutions sold out of UGI (UGI) in Q4 2019, closing a stake of 6,517 shares — an estimated $426K sold.

Personal CFO Solutions first reported a position in UGI in Q3 2019 and held it in 1 quarter. The position peaked at $426K in Q3 2019. 490 funds tracked by Wall St. Rank hold UGI as of Q4 2019.

Personal CFO Solutions reported no remaining UGI position as of Q4 2019 after selling out during the quarter.
Personal CFO Solutions sold 6,517 UGI shares in Q4 2019, an estimated $426K.
Personal CFO Solutions first reported a position in UGI in Q3 2019 and held it in 1 quarter.
Personal CFO Solutions's UGI position peaked at $426K in Q3 2019.
490 funds tracked by Wall St. Rank held UGI as of Q4 2019.

Based on Personal CFO Solutions's 13F filing for Q4 2019, filed 13 Feb 2020.