AG
UPM

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

Aperio Group’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
Q2 		– Sell
-62,793
Closed -$1.07M – 1815
2014
Q1 		$1.07M Buy
+62,793
New +$1.07M 0.02% 968
2013
Q4 		– Sell
-55,503
Closed -$769K – 901
2013
Q3 		$769K Buy
55,503
+15,180
+38% +$210K 0.01% 951
2013
Q2 		$395K Buy
+40,323
New +$395K 0.01% 1137

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 $4.61B AUM 19.2% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WCBA
Weaver C. Barksdale & Associates Nashville, Tennessee $105M AUM 13.81% 1-Year Est. Return