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Wealthspire Advisors (Maryland)’s UGI UGI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-702
Closed -$39K – 1941
2019
Q1 		$39K Sell
702
-305
-30% -$16.7K ﹤0.01% 991
2018
Q4 		$54K Sell
1,007
-109
-10% -$6.06K ﹤0.01% 831
2018
Q3 		$62K Hold
1,116
– – 0.01% 889
2018
Q2 		$58K Buy
1,116
+303
+37% +$14.7K 0.01% 923
2018
Q1 		$36K Buy
813
+159
+24% +$7.13K ﹤0.01% 1109
2017
Q4 		$31K Buy
654
+189
+41% +$9.03K ﹤0.01% 1183
2017
Q3 		$22K Buy
465
+10
+2% +$488 ﹤0.01% 1279
2017
Q2 		$22K Hold
455
– – ﹤0.01% 1243
2017
Q1 		$22K Buy
455
+265
+139% +$12.6K ﹤0.01% 1058
2016
Q4 		$9K Sell
190
-20
-10% -$895 ﹤0.01% 1266
2016
Q3 		$10K Buy
210
+76
+57% +$3.47K ﹤0.01% 1254
2016
Q2 		$6K Sell
134
-5
-4% -$211 ﹤0.01% 1315
2016
Q1 		$6K Hold
139
– – ﹤0.01% 1314
2015
Q4 		$5K Buy
+139
New +$4.82K ﹤0.01% 1368

Other funds holding UGI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UGI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of UGI (UGI) in Q2 2019, closing a stake of 702 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in UGI in Q4 2015 and held it in 14 quarters. The position peaked at $62K in Q3 2018. 452 funds tracked by Wall St. Rank hold UGI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining UGI position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 702 UGI shares in Q2 2019, an estimated $39K.
  • Wealthspire Advisors (Maryland) first reported a position in UGI in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s UGI position peaked at $62K in Q3 2018.
  • 452 funds tracked by Wall St. Rank held UGI as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.