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BlackRock Institutional Trust’s Upland Software UPLD Stock Holding History

BlackRock Institutional Trust’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
2016
Q2 		– Sell
-14,015
Closed -$963K – 3954
2016
Q1 		$963K Sell
14,015
-2
-0% -$135 ﹤0.01% 3294
2015
Q4 		$988K Sell
14,017
-417
-3% -$31.5K ﹤0.01% 3328
2015
Q3 		$1.14M Buy
14,434
+7,599
+111% +$613K ﹤0.01% 3299
2015
Q2 		$630K Buy
+6,835
New +$505K ﹤0.01% 3461

Other funds holding UPLD

SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EM
Emancipation Management New York $22.4M AUM 18.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

BlackRock Institutional Trust's UPLD Position: Q2 2016 in Review

BlackRock Institutional Trust sold out of Upland Software (UPLD) in Q2 2016, closing a stake of 14,015 shares — an estimated $963K sold.

BlackRock Institutional Trust first reported a position in UPLD in Q2 2015 and held it in 4 quarters. The position peaked at $1.14M in Q3 2015. 24 funds tracked by Wall St. Rank hold UPLD as of Q2 2016.

  • BlackRock Institutional Trust reported no remaining Upland Software position as of Q2 2016 after selling out during the quarter.
  • BlackRock Institutional Trust sold 14,015 Upland Software shares in Q2 2016, an estimated $963K.
  • BlackRock Institutional Trust first reported a position in Upland Software in Q2 2015 and held it in 4 quarters.
  • BlackRock Institutional Trust's Upland Software position peaked at $1.14M in Q3 2015.
  • 24 funds tracked by Wall St. Rank held Upland Software as of Q2 2016.

Based on BlackRock Institutional Trust's 13F filing for Q2 2016, filed 10 Aug 2016.