AIM
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Assured Investment Management’s Upland Software UPLD Stock Holding History

Assured Investment Management’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-137
Closed -$37K – 1364
2018
Q4 		$37K Sell
137
-146
-52% -$43.8K ﹤0.01% 1055
2018
Q3 		$92K Sell
283
-1,227
-81% -$425K ﹤0.01% 1054
2018
Q2 		$519K Buy
1,510
+243
+19% +$76.2K 0.01% 806
2018
Q1 		$365K Buy
+1,267
New +$312K 0.01% 863

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Assured Investment Management's UPLD Position: Q1 2019 in Review

Assured Investment Management sold out of Upland Software (UPLD) in Q1 2019, closing a stake of 137 shares — an estimated $37K sold.

Assured Investment Management first reported a position in UPLD in Q1 2018 and held it in 4 quarters. The position peaked at $519K in Q2 2018. 165 funds tracked by Wall St. Rank hold UPLD as of Q1 2019.

  • Assured Investment Management reported no remaining Upland Software position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 137 Upland Software shares in Q1 2019, an estimated $37K.
  • Assured Investment Management first reported a position in Upland Software in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's Upland Software position peaked at $519K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held Upland Software as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.