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

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