TFO Wealth Partners’s UGI UGI Stock Holding History

TFO Wealth Partners’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
2020 Q1	–	Sell	-3,385	Closed	-$152K	–	173
2019 Q4	$152K	Buy	+3,385	New	+$155K	0.14%	38

Other funds holding UGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

TFO Wealth Partners's UGI Position: Q1 2020 in Review

TFO Wealth Partners sold out of UGI (UGI) in Q1 2020, closing a stake of 3,385 shares — an estimated $152K sold.

TFO Wealth Partners first reported a position in UGI in Q4 2019 and held it in 1 quarter. The position peaked at $152K in Q4 2019. 440 funds tracked by Wall St. Rank hold UGI as of Q1 2020.

TFO Wealth Partners reported no remaining UGI position as of Q1 2020 after selling out during the quarter.
TFO Wealth Partners sold 3,385 UGI shares in Q1 2020, an estimated $152K.
TFO Wealth Partners first reported a position in UGI in Q4 2019 and held it in 1 quarter.
TFO Wealth Partners's UGI position peaked at $152K in Q4 2019.
440 funds tracked by Wall St. Rank held UGI as of Q1 2020.

Based on TFO Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.