Ameriprise
UPM

Ameriprise’s UPM-KYMMRME ADR (REPR ORD SHS) UPM Stock Holding History

Ameriprise’s Portfolio UPM Stock Details UPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,164
Closed -$17K – 5314
2014
Q3 		$17K Sell
1,164
-230
-16% -$3.36K ﹤0.01% 4566
2014
Q2 		$24K Sell
1,394
-828
-37% -$14.3K ﹤0.01% 4253
2014
Q1 		$38K Buy
2,222
+918
+70% +$15.7K ﹤0.01% 3906
2013
Q4 		$22K Buy
1,304
+24
+2% +$405 ﹤0.01% 4036
2013
Q3 		$18K Buy
1,280
+16
+1% +$225 ﹤0.01% 4517
2013
Q2 		$12K Buy
+1,264
New +$12K ﹤0.01% 4687

Other funds holding UPM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
WCBA
Weaver C. Barksdale & Associates Nashville, Tennessee $111M AUM 22.51% 1-Year Est. Return

Ameriprise's UPM Position: Q4 2014 in Review

Ameriprise sold out of UPM-KYMMRME ADR (REPR ORD SHS) (UPM) in Q4 2014, closing a stake of 1,164 shares — an estimated $17K sold.

Ameriprise first reported a position in UPM in Q2 2013 and held it in 6 quarters. The position peaked at $38K in Q1 2014. 5 funds tracked by Wall St. Rank hold UPM as of Q4 2014.

  • Ameriprise reported no remaining UPM-KYMMRME ADR (REPR ORD SHS) position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 1,164 UPM-KYMMRME ADR (REPR ORD SHS) shares in Q4 2014, an estimated $17K.
  • Ameriprise first reported a position in UPM-KYMMRME ADR (REPR ORD SHS) in Q2 2013 and held it in 6 quarters.
  • Ameriprise's UPM-KYMMRME ADR (REPR ORD SHS) position peaked at $38K in Q1 2014.
  • 5 funds tracked by Wall St. Rank held UPM-KYMMRME ADR (REPR ORD SHS) as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.