Pinnacle Financial Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,810
| Closed | -$233K | – | 439 |
|
|
2017
Q2 | $233K | Buy |
4,810
+110
| +2% | +$5.33K | 0.03% | 270 |
|
|
2017
Q1 | $232K | Sell |
4,700
-1,355
| -22% | -$66.9K | 0.05% | 226 |
|
|
2016
Q4 | $279K | Buy |
6,055
+525
| +9% | +$24.2K | 0.06% | 204 |
|
|
2016
Q3 | $249K | Hold |
5,530
| – | – | 0.06% | 232 |
|
|
2016
Q2 | $249K | Sell |
5,530
-1,850
| -25% | -$83.3K | 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 | +$224K | 0.1% | 158 |
|