Avantax Planning Partners’s Upland Software UPLD Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-2	Closed	–	–	1414
2018 Q1	$0	Buy	+2	New	+$493	﹤0.01%	1869

Other funds holding UPLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

DMK

David M. Knott $275M AUM 59.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

Avantax Planning Partners's UPLD Position: Q2 2018 in Review

Avantax Planning Partners sold out of Upland Software (UPLD) in Q2 2018, closing a stake of 2 shares.

Avantax Planning Partners first reported a position in UPLD in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 140 funds tracked by Wall St. Rank hold UPLD as of Q2 2018.

Avantax Planning Partners reported no remaining Upland Software position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 2 Upland Software shares in Q2 2018.
Avantax Planning Partners first reported a position in Upland Software in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Upland Software position peaked at $0 in Q1 2018.
140 funds tracked by Wall St. Rank held Upland Software as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.