ADVANCE CAPITAL I INC UGI Holdings History
Number of Shares
24,800.00
Current Holdings Value*
$1.12 Mil
% of Portfolio
2.27%
Total Estimate Gain
$185,176.00
% of Total Estimate Gain
6.56%
ADVANCE CAPITAL I INC's UGI Corp Holding Summary
As of 2016-09-30, ADVANCE CAPITAL I INC held 24,800.00 shares of UGI Corp(UGI), totaling $1.12 Mil. This investment constitutes 2.27% of their stock portfolio, and ADVANCE CAPITAL I INC now holds 0.01% of the outstanding UGI Corp(UGI) stock.
The initial trade took place in 2013Q2. And since then ADVANCE CAPITAL I INC has made 5 purchases of UGI, at an average price of $32.26, for a total of 87,450.00 shares. In addition, there have been 4 sales at an average price of $33.73 for 62,650.00 shares. Based on historical transaction data and UGI's current price of $36.02, ADVANCE CAPITAL I INC's estimated gain on his UGI holdings is $185,176.00, reflecting a 6.56% gain to date.
ADVANCE CAPITAL I INC UGI ($36.02) Holding Chart
ADVANCE CAPITAL I INC UGI ($36.02) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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