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MSI Financial Services Inc: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MSI Financial Services Inc on UGI, newest first. How the timeline and the estimate are built.

MSI Financial Services Inc held 14,142 UGI shares at 2016-12-31 per its 13F-HR filed 2017-01-13.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 14,142 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $652,000.

    13F-HR 0000950123-17-000195 filed by MSI Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 14,142 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $640,000.

    13F-HR 0000950123-16-020690 filed by MSI Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 14,147 shares
    Change vs previous 13F -2,521 shares

    0.02% of the 13F portfolio, value $640,000.

    13F-HR 0000950123-16-018508 filed by MSI Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 16,668 shares
    Change vs previous 13F -827 shares

    0.03% of the 13F portfolio, value $672,000.

    13F-HR 0000950123-16-015939 filed by MSI Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 17,495 shares
    Change vs previous 13F +14,184 shares

    0.03% of the 13F portfolio, value $591,000.

    13F-HR 0000950123-16-013407 filed by MSI Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 3,311 shares
    Change vs previous 13F -255 shares

    0.01% of the 13F portfolio, value $115,000.

    13F-HR 0000950123-15-010555 filed by MSI Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-06-30
    13F 3,566 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $123,000.

    13F-HR 0000950123-15-007541 filed by MSI Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-03-31
    13F 3,266 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $106,000.

    13F-HR 0000950123-15-004473 filed by MSI Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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