AIA
UPM

Avalon Investment & Advisory’s UPM-KYMMRME ADR (REPR ORD SHS) UPM Stock Holding History

Avalon Investment & Advisory’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
2016
Q4 		– Sell
-18,133
Closed -$384K – 358
2016
Q3 		$384K Buy
+18,133
New +$384K 0.01% 270

Other funds holding UPM

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Avalon Investment & Advisory's UPM Position: Q4 2016 in Review

Avalon Investment & Advisory sold out of UPM-KYMMRME ADR (REPR ORD SHS) (UPM) in Q4 2016, closing a stake of 18,133 shares — an estimated $384K sold.

Avalon Investment & Advisory first reported a position in UPM in Q3 2016 and held it in 1 quarter. The position peaked at $384K in Q3 2016. 6 funds tracked by Wall St. Rank hold UPM as of Q4 2016.

  • Avalon Investment & Advisory reported no remaining UPM-KYMMRME ADR (REPR ORD SHS) position as of Q4 2016 after selling out during the quarter.
  • Avalon Investment & Advisory sold 18,133 UPM-KYMMRME ADR (REPR ORD SHS) shares in Q4 2016, an estimated $384K.
  • Avalon Investment & Advisory first reported a position in UPM-KYMMRME ADR (REPR ORD SHS) in Q3 2016 and held it in 1 quarter.
  • Avalon Investment & Advisory's UPM-KYMMRME ADR (REPR ORD SHS) position peaked at $384K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held UPM-KYMMRME ADR (REPR ORD SHS) as of Q4 2016.

Based on Avalon Investment & Advisory's 13F filing for Q4 2016, filed 14 Feb 2017.