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 $4.88B AUM 24.08% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $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 $495B AUM 43.24% 1-Year Est. Return
WCBA
Weaver C. Barksdale & Associates Nashville, Tennessee $111M AUM 22.51% 1-Year Est. Return

Aperio Group's UPM Position: Q2 2014 in Review

Aperio Group sold out of UPM-KYMMRME ADR (REPR ORD SHS) (UPM) in Q2 2014, closing a stake of 62,793 shares — an estimated $1.07M sold.

Aperio Group first reported a position in UPM in Q2 2013 and held it in 3 quarters. The position peaked at $1.07M in Q1 2014. 7 funds tracked by Wall St. Rank hold UPM as of Q2 2014.

  • Aperio Group reported no remaining UPM-KYMMRME ADR (REPR ORD SHS) position as of Q2 2014 after selling out during the quarter.
  • Aperio Group sold 62,793 UPM-KYMMRME ADR (REPR ORD SHS) shares in Q2 2014, an estimated $1.07M.
  • Aperio Group first reported a position in UPM-KYMMRME ADR (REPR ORD SHS) in Q2 2013 and held it in 3 quarters.
  • Aperio Group's UPM-KYMMRME ADR (REPR ORD SHS) position peaked at $1.07M in Q1 2014.
  • 7 funds tracked by Wall St. Rank held UPM-KYMMRME ADR (REPR ORD SHS) as of Q2 2014.

Based on Aperio Group's 13F filing for Q2 2014, filed 23 Jul 2014.