Pinnacle Financial Partners (Tennessee)’s UGI UGI Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2017 Q3	–	Sell	-4,810	Closed	-$233K	–	439
2017 Q2	$233K	Buy	4,810 +110	+2%	+$5.47K	0.03%	270
2017 Q1	$232K	Sell	4,700 -1,355	-22%	-$64.4K	0.05%	226
2016 Q4	$279K	Buy	6,055 +525	+9%	+$23.5K	0.06%	204
2016 Q3	$249K	Hold	5,530	–	–	0.06%	232
2016 Q2	$249K	Sell	5,530 -1,850	-25%	-$78K	0.06%	225
2016 Q1	$297K	Hold	7,380	–	–	0.08%	200
2015 Q4	$249K	Hold	7,380	–	–	0.08%	213
2015 Q3	$257K	Hold	7,380	–	–	0.08%	185
2015 Q2	$254K	Hold	7,380	–	–	0.08%	189
2015 Q1	$241K	Hold	7,380	–	–	0.08%	186
2014 Q4	$280K	Hold	7,380	–	–	0.1%	169
2014 Q3	$252K	Hold	7,380	–	–	0.1%	160
2014 Q2	$248K	Hold	7,380	–	–	0.1%	162
2014 Q1	$224K	Buy	+7,380	New	+$212K	0.1%	158

Other funds holding UGI

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s UGI Position: Q3 2017 in Review

Pinnacle Financial Partners (Tennessee) sold out of UGI (UGI) in Q3 2017, closing a stake of 4,810 shares — an estimated $233K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in UGI in Q1 2014 and held it in 14 quarters. The position peaked at $297K in Q1 2016. 414 funds tracked by Wall St. Rank hold UGI as of Q3 2017.

Pinnacle Financial Partners (Tennessee) reported no remaining UGI position as of Q3 2017 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 4,810 UGI shares in Q3 2017, an estimated $233K.
Pinnacle Financial Partners (Tennessee) first reported a position in UGI in Q1 2014 and held it in 14 quarters.
Pinnacle Financial Partners (Tennessee)'s UGI position peaked at $297K in Q1 2016.
414 funds tracked by Wall St. Rank held UGI as of Q3 2017.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2017, filed 8 Nov 2017.