American Tower New (AMT) Market Value Rose While Brookfield Asset Management Has Trimmed Its Holding; Tiedemann Wealth Management Has Boosted Stake in Ugi New (UGI) by $698,500 as Share Value Rose

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Tiedemann Wealth Management Llc increased its stake in Ugi Corp New (UGI) by 8.02% based on its latest 2018Q3 regulatory filing with the SEC. Tiedemann Wealth Management Llc bought 12,700 shares as the company’s stock rose 9.65% while stock markets declined. The institutional investor held 171,040 shares of the natural gas distribution company at the end of 2018Q3, valued at $9.53 million, up from 158,340 at the end of the previous reported quarter. Tiedemann Wealth Management Llc who had been investing in Ugi Corp New for a number of months, seems to be bullish on the $9.17 billion market cap company. The stock decreased 0.86% or $0.46 during the last trading session, reaching $52.75. About 921,002 shares traded. UGI Corporation (NYSE:UGI) has risen 18.37% since February 12, 2018 and is uptrending. It has outperformed by 18.37% the S&P500. Some Historical UGI News: 02/05/2018 – UGI 2Q REV. $2.81B; 24/04/2018 – UGI Increases Annual Dividend Marking The 134th Year Of Common Dividends And The 31st Consecutive Year Of Annual Dividend Increases; 24/04/2018 – UGI CORP UGI.N INCREASES QUARTERLY DIVIDEND BY 4 PCT TO $0.26/SHR; 24/04/2018 – UGI INCREASES ANNUAL DIVIDEND; 22/05/2018 – UGI ENERGY REPORTS NEW MARCELLUS SHALE DEVELOPMENT PROJECT; 12/03/2018 – UGI Corp. – Undisclosed SEC investigation again confirmed – 6th time since Oct-2012. (published 30-Jan); 21/05/2018 – U.S. Northeast Primed for $2.6 Billion in Natural Gas Pipeline Projects this Year, an Industrial Info News Alert; 24/04/2018 – UGI Raises Dividend to 26c; 22/05/2018 – UGI ENERGY SERVICES – NEW MARCELLUS SHALE DEVELOPMENT PROJECT WILL TRANSPORT GAS FROM ACREAGE BEING PRODUCED BY CABOT OIL & GAS CORPORATION; 22/05/2018 – UGI Energy Services Announces New Marcellus Shale Development Project

Brookfield Asset Management Inc decreased its stake in American Tower Corp New (AMT) by 2.9% based on its latest 2018Q3 regulatory filing with the SEC. Brookfield Asset Management Inc sold 46,100 shares as the company’s stock rose 12.80% while stock markets declined. The hedge fund held 1.54M shares of the real estate investment trusts company at the end of 2018Q3, valued at $224.24 million, down from 1.59M at the end of the previous reported quarter. Brookfield Asset Management Inc who had been investing in American Tower Corp New for a number of months, seems to be less bullish one the $76.20 billion market cap company. The stock increased 0.32% or $0.56 during the last trading session, reaching $172.99. About 1.21 million shares traded. American Tower Corporation (NYSE:AMT) has risen 15.32% since February 12, 2018 and is uptrending. It has outperformed by 15.32% the S&P500.

Tiedemann Wealth Management Llc, which manages about $5.35 billion and $1.69B US Long portfolio, decreased its stake in Public Svc Enterprise Group (NYSE:PEG) by 11,000 shares to 228,708 shares, valued at $12.07M in 2018Q3, according to the filing. It also reduced its holding in Molina Healthcare Inc (NYSE:MOH) by 245,508 shares in the quarter, leaving it with 389,171 shares, and cut its stake in Vanguard Intl Equity Index F (VWO).

Among 6 analysts covering UGI Corp (NYSE:UGI), 0 have Buy rating, 1 Sell and 5 Hold. Therefore 0 are positive. UGI Corp had 20 analyst reports since August 5, 2015 according to SRatingsIntel. On Monday, June 20 the stock rating was downgraded by Barclays Capital to “Underweight”. UBS upgraded the stock to “Buy” rating in Friday, April 20 report. The rating was maintained by Jefferies with “Hold” on Wednesday, December 20. Bank of America maintained the shares of UGI in report on Monday, July 30 with “Neutral” rating. The company was reinitiated on Thursday, May 26 by Janney Capital. On Thursday, August 31 the stock rating was maintained by Jefferies with “Hold”. Barclays Capital maintained the stock with “Underweight” rating in Wednesday, July 11 report. Citigroup maintained UGI Corporation (NYSE:UGI) on Tuesday, March 27 with “Neutral” rating. Janney Capital downgraded the stock to “Neutral” rating in Friday, April 29 report. The firm has “Neutral” rating by Citigroup given on Wednesday, May 4.

More notable recent UGI Corporation (NYSE:UGI) news were published by: Globenewswire.com which released: “SJI Announces Sale of Retail Gas Assets to UGI – GlobeNewswire” on December 03, 2018, also Zacks.com with their article: “UGI (UGI) Q1 Earnings Miss Estimates – Zacks.com” published on February 05, 2019, Businesswire.com published: “UGI Appoints Ted J. Jastrzebski Chief Financial Officer – Business Wire” on February 23, 2018. More interesting news about UGI Corporation (NYSE:UGI) were released by: Fool.com and their article: “Cold Weather Drives UGI Corp’s Earnings Higher – The Motley Fool” published on May 03, 2018 as well as Globenewswire.com‘s news article titled: “Report: Developing Opportunities within NVIDIA, Triumph Group, Gladstone Land, Icahn Enterprises, UGI, and TopBuild — Future Expectations, Projections Moving into 2018 – GlobeNewswire” with publication date: December 04, 2018.

Since August 20, 2018, it had 0 buys, and 5 sales for $7.22 million activity. Another trade for 87,500 shares valued at $4.98 million was made by Walsh John L on Friday, November 16. The insider Hartz Joseph L. sold 18,000 shares worth $999,196. The insider Bort M Shawn sold $525,600. POL ANNE sold $171,714 worth of stock or 3,000 shares.

Investors sentiment increased to 1.42 in 2018 Q3. Its up 0.43, from 0.99 in 2018Q2. It improved, as 22 investors sold UGI shares while 103 reduced holdings. 60 funds opened positions while 118 raised stakes. 132.46 million shares or 0.34% less from 132.91 million shares in 2018Q2 were reported. Veritable Lp holds 13,788 shares. 1,500 are held by Next Financial Gru Inc. D E Shaw & Company Incorporated holds 0.03% of its portfolio in UGI Corporation (NYSE:UGI) for 459,347 shares. Alliancebernstein LP accumulated 155,633 shares. Webster Bank N A holds 0.03% in UGI Corporation (NYSE:UGI) or 3,778 shares. 13,201 are owned by Private Advisor Gp Limited Liability. Massachusetts-based Putnam Invs has invested 0.03% in UGI Corporation (NYSE:UGI). Meiji Yasuda Life Insurance owns 54,980 shares or 0.38% of their US portfolio. Daiwa Group reported 6,285 shares. Td Asset Mgmt Inc owns 102,430 shares. Nordea Invest Management holds 6,271 shares or 0% of its portfolio. Parametric Portfolio Associate Llc owns 341,255 shares or 0.02% of their US portfolio. 40,600 are owned by New Mexico Educational Retirement Board. The Kansas-based Creative Planning has invested 0% in UGI Corporation (NYSE:UGI). Cannell Peter B & reported 3,893 shares.

Brookfield Asset Management Inc, which manages about $13.20B and $25.05B US Long portfolio, upped its stake in Cms Energy Corp (NYSE:CMS) by 206,230 shares to 1.26 million shares, valued at $61.67M in 2018Q3, according to the filing. It also increased its holding in Ameren Corp (NYSE:AEE) by 198,645 shares in the quarter, for a total of 242,845 shares, and has risen its stake in Crown Castle Intl Corp New (NYSE:CCI).

Investors sentiment decreased to 1.11 in 2018 Q3. Its down 0.03, from 1.14 in 2018Q2. It worsened, as 30 investors sold AMT shares while 305 reduced holdings. 91 funds opened positions while 280 raised stakes. 390.23 million shares or 0.79% less from 393.35 million shares in 2018Q2 were reported. Bamco Ny stated it has 0.21% in American Tower Corporation (NYSE:REIT). Wealthtrust has 437 shares. California Pub Employees Retirement Systems invested 0.21% of its portfolio in American Tower Corporation (NYSE:REIT). Evergreen Cap Limited Co has invested 0.02% in American Tower Corporation (NYSE:REIT). Fort Point Partners Ltd Limited Liability Company accumulated 0.09% or 2,034 shares. Gradient Investments Limited Liability holds 0% or 88 shares. Virtu Financial Ltd owns 2,989 shares. Eulav Asset holds 106,400 shares or 0.66% of its portfolio. Gamco Et Al holds 0.01% or 7,372 shares. Groesbeck Mngmt Nj reported 1,950 shares stake. Halsey Assocs Ct reported 63,951 shares. 276 are held by Mark Sheptoff Finance Planning Lc. 2.98 million were accumulated by Renaissance Lc. Shell Asset Management holds 0.11% or 39,758 shares. Fulton Breakefield Broenniman Limited Liability Corporation stated it has 64,139 shares or 1.45% of all its holdings.

More notable recent American Tower Corporation (NYSE:REIT) news were published by: Philly.com which released: “The student-run Drexel Dragon Fund presents best investment ideas at NYSE – Philly.com” on January 28, 2019, also Streetinsider.com with their article: “TIER REIT (TIER) Misses Q4 EPS by 4c, Revenues Beat; Offers FY19 EPS Mid-Point Guidance Below Consensus – StreetInsider.com” published on February 11, 2019, Forbes.com published: “Realty Income: A REIT (And Dividend) On The Move – Forbes” on January 16, 2019. More interesting news about American Tower Corporation (NYSE:REIT) were released by: Uk.Finance.Yahoo.com and their article: “Does Market Volatility Impact Whitestone REIT’s (NYSE:WSR) Share Price? – Yahoo Finance UK” published on February 11, 2019 as well as Forbes.com‘s news article titled: “5 REITs With Impressive Dividend Growth – Forbes” with publication date: January 14, 2019.

Among 20 analysts covering American Tower Corporation (NYSE:AMT), 13 have Buy rating, 0 Sell and 7 Hold. Therefore 65% are positive. American Tower Corporation had 85 analyst reports since August 6, 2015 according to SRatingsIntel. Stifel Nicolaus initiated the shares of AMT in report on Wednesday, August 26 with “Buy” rating. The firm has “Buy” rating given on Monday, August 20 by Argus Research. The rating was maintained by Argus Research on Thursday, August 3 with “Buy”. The stock has “Outperform” rating by Macquarie Research on Tuesday, December 6. Cowen & Co maintained American Tower Corporation (NYSE:REIT) rating on Tuesday, July 18. Cowen & Co has “Buy” rating and $15500 target. Citigroup downgraded American Tower Corporation (NYSE:REIT) rating on Wednesday, October 31. Citigroup has “Neutral” rating and $176 target. The stock of American Tower Corporation (NYSE:REIT) has “Buy” rating given on Monday, October 16 by Jefferies. On Wednesday, December 20 the stock rating was maintained by Oppenheimer with “Buy”. The rating was initiated by SunTrust with “Buy” on Tuesday, September 13. The stock of American Tower Corporation (NYSE:REIT) earned “Buy” rating by RBC Capital Markets on Wednesday, November 29.

UGI Corporation (NYSE:UGI) Institutional Positions Chart