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FIRST MERCANTILE TRUST CO: UGI position timeline

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

FIRST MERCANTILE TRUST CO held 16,826 UGI shares at 2021-09-30 per its 13F-HR filed 2021-11-24.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 16,826 shares
    Change vs previous 13F -399 shares

    0.1% of the 13F portfolio, value $718,000.

    13F-HR 0001580642-21-005559 filed by FIRST MERCANTILE 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 ended2021-06-30
    13F 17,225 shares
    Change vs previous 13F +5,696 shares

    0.09% of the 13F portfolio, value $798,000.

    13F-HR 0001580642-21-003653 filed by FIRST MERCANTILE 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 ended2021-03-31
    13F 11,529 shares
    Change vs previous 13F -463 shares

    0.05% of the 13F portfolio, value $473,000.

    13F-HR 0001580642-21-002375 filed by FIRST MERCANTILE 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 ended2020-12-31
    13F 11,992 shares
    Change vs previous 13F +237 shares

    0.05% of the 13F portfolio, value $420,000.

    13F-HR 0001580642-21-000640 filed by FIRST MERCANTILE 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 ended2020-09-30
    13F 11,755 shares
    Change vs previous 13F -1,383 shares

    0.05% of the 13F portfolio, value $404,000.

    13F-HR 0001580642-20-004136 filed by FIRST MERCANTILE 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 ended2020-06-30
    13F 13,138 shares
    Change vs previous 13F -164 shares

    0.05% of the 13F portfolio, value $418,000.

    13F-HR 0001580642-20-002952 filed by FIRST MERCANTILE 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 ended2020-03-31
    13F 13,302 shares
    Change vs previous 13F +1,874 shares

    0.05% of the 13F portfolio, value $354,000.

    13F-HR 0001580642-20-002120 filed by FIRST MERCANTILE 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 ended2019-12-31
    13F 11,428 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $516,000.

    13F-HR 0001580642-20-000455 filed by FIRST MERCANTILE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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