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Salient Private Client’s UGI UGI Stock Holding History

Salient Private Client’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$2.97M Buy
53,494
+4,823
+10% +$268K 0.58% 50
2018
Q2 		$2.53M Hold
48,671
– – 0.43% 65
2018
Q1 		$2.16M Hold
48,671
– – 0.38% 68
2017
Q4 		$2.29M Buy
+48,671
New +$2.29M 0.47% 53