SII Investments’s UGI UGI Stock Holding History

SII Investments’s Portfolio UGI Stock Details UGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell
2017 Q4	$443K	Sell
2017 Q3	$474K	Buy
2017 Q2	$474K	Buy
2017 Q1	$420K	Buy
2016 Q4	$344K	Buy
2016 Q3	$303K	Buy
2015 Q2	–	Sell
2015 Q1	$270K	Buy
2014 Q4	$280K	Sell
2014 Q3	$270K	Buy