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WFG Advisors’s Ultrapar UGP Stock Holding History

WFG Advisors’s Portfolio UGP Stock Details UGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-30
Closed – – 2088
2014
Q4 		$0 Buy
+30
New +$303 ﹤0.01% 2247

Other funds holding UGP

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's UGP Position: Q1 2015 in Review

WFG Advisors sold out of Ultrapar (UGP) in Q1 2015, closing a stake of 30 shares.

WFG Advisors first reported a position in UGP in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 89 funds tracked by Wall St. Rank hold UGP as of Q1 2015.

  • WFG Advisors reported no remaining Ultrapar position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 30 Ultrapar shares in Q1 2015.
  • WFG Advisors first reported a position in Ultrapar in Q4 2014 and held it in 1 quarter.
  • WFG Advisors's Ultrapar position peaked at $0 in Q4 2014.
  • 89 funds tracked by Wall St. Rank held Ultrapar as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.