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UGI Corporation shares owned by Oak Point Wealth Management

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Oak Point Wealth Management from 13F filings

Historical chart of Oak Point Wealth Management investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Oak Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $4.0k 100 40.00
2017-12-31 $5.0k 100 50.00

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SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
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Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding UGI Corporation

Vanguard Group
BlackRock
FMR
State Street Corporation
Hanna Zanoni
Mitsubishi UFJ Trust & Banking Corp
Snyder Capital Management
Geode Capital Management
Federated Investors
LSV Asset Management
Northern Trust
AQR Capital Management
Bank of New York Mellon
Charles Schwab Investment Management
Hennessy Advisors

View all funds holding UGI Corporation