WCM
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Windsor Capital Management’s UGI UGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-3,168
Closed -$131K 282
2013
Q4
$131K Buy
3,168
+23
+0.7% +$951 0.08% 102
2013
Q3
$123K Buy
3,145
+22
+0.7% +$860 0.07% 103
2013
Q2
$122K Buy
+3,123
New +$122K 0.07% 94