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Disclosery

BEACON TRUST CO: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON TRUST CO on UGI, newest first. How the timeline and the estimate are built.

BEACON TRUST CO held 18,403 UGI shares at 2017-03-31 per its 13F-HR filed 2017-05-09.

the latest 13F is the newest step

  1. period ended2017-03-31
    13F 18,403 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $888,000.

    13F-HR 0001008871-17-000002 filed by BEACON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2016-12-31
    13F 18,403 shares
    Change vs previous 13F -1,250 shares

    0.14% of the 13F portfolio, value $848,000.

    13F-HR 0001008871-17-000001 filed by BEACON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-09-30
    13F 19,653 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $889,000.

    13F-HR 0001008871-16-000030 filed by BEACON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-06-30
    13F/A 19,653 shares
    Change vs previous 13F -25,100 shares

    0.15% of the 13F portfolio, value $889,000.

    13F-HR/A 0001008871-16-000029 filed by BEACON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-03-31
    13F 44,753 shares
    Change vs previous 13F -941 shares

    0.31% of the 13F portfolio, value $1,803,000.

    13F-HR 0001008871-16-000027 filed by BEACON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2015-12-31
    13F 45,694 shares
    Change vs previous 13F -645 shares

    0.27% of the 13F portfolio, value $1,543,000.

    13F-HR 0001008871-16-000021 filed by BEACON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-09-30
    13F 46,339 shares
    Change vs previous 13F -7,200 shares

    0.28% of the 13F portfolio, value $1,614,000.

    13F-HR 0001008871-15-000013 filed by BEACON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-06-30
    13F 53,539 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,844,000.

    13F-HR 0001008871-15-000009 filed by BEACON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).