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CAPSTONE ASSET MANAGEMENT CO: UGI position timeline

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

CAPSTONE ASSET MANAGEMENT CO held 45,552 UGI shares at 2017-06-30 per its 13F-HR filed 2017-07-10.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 45,552 shares
    Change vs previous 13F -2,942 shares

    0.06% of the 13F portfolio, value $2,205,000.

    13F-HR 0001140361-17-027545 filed by CAPSTONE ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-03-31
    13F 48,494 shares
    Change vs previous 13F -263 shares

    0.07% of the 13F portfolio, value $2,396,000.

    13F-HR 0001140361-17-015631 filed by CAPSTONE ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-12-31
    13F 48,757 shares
    Change vs previous 13F -350 shares

    0.06% of the 13F portfolio, value $2,247,000.

    13F-HR 0001140361-17-002021 filed by CAPSTONE ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-09-30
    13F 49,107 shares
    Change vs previous 13F +495 shares

    0.06% of the 13F portfolio, value $2,222,000.

    13F-HR 0001140361-16-082590 filed by CAPSTONE ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 48,612 shares
    Change vs previous 13F +2,395 shares

    0.07% of the 13F portfolio, value $2,200,000.

    13F-HR 0001140361-16-072358 filed by CAPSTONE ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 46,217 shares
    Change vs previous 13F +550 shares

    0.05% of the 13F portfolio, value $1,862,000.

    13F-HR 0001140361-16-060767 filed by CAPSTONE ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-12-31
    13F 45,667 shares
    Change vs previous 13F -2,620 shares

    0.04% of the 13F portfolio, value $1,542,000.

    13F-HR 0001140361-16-047821 filed by CAPSTONE ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-09-30
    13F 48,287 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,681,000.

    13F-HR 0001140361-15-038053 filed by CAPSTONE ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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