BA
UPM

Boston Advisors’s UPM-KYMMRME ADR (REPR ORD SHS) UPM Stock Holding History

Boston Advisors’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
2019
Q1 		– Sell
-17,890
Closed -$460K – 676
2018
Q4 		$460K Sell
17,890
-3,242
-15% -$83.4K 0.03% 471
2018
Q3 		$830K Buy
21,132
+4
+0% +$157 0.04% 410
2018
Q2 		$752K Buy
21,128
+328
+2% +$11.7K 0.02% 430
2018
Q1 		$773K Buy
20,800
+1,372
+7% +$51K 0.02% 419
2017
Q4 		$603K Buy
19,428
+500
+3% +$15.5K 0.01% 468
2017
Q3 		$514K Hold
18,928
– – 0.01% 491
2017
Q2 		$544K Hold
18,928
– – 0.01% 472
2017
Q1 		$449K Hold
18,928
– – 0.01% 491
2016
Q4 		$467K Hold
18,928
– – 0.01% 490
2016
Q3 		$400K Buy
18,928
+20
+0.1% +$423 0.01% 556
2016
Q2 		$345K Hold
18,908
– – 0.01% 568
2016
Q1 		$343K Hold
18,908
– – 0.01% 551
2015
Q4 		$354K Hold
18,908
– – 0.01% 541
2015
Q3 		$284K Hold
18,908
– – 0.01% 674
2015
Q2 		$334K Buy
18,908
+1,680
+10% +$29.7K 0.01% 580
2015
Q1 		$335K Hold
17,228
– – 0.01% 557
2014
Q4 		$284K Hold
17,228
– – 0.01% 487
2014
Q3 		$246K Hold
17,228
– – 0.01% 526
2014
Q2 		$294K Sell
17,228
-525
-3% -$8.96K 0.01% 486
2014
Q1 		$304K Buy
17,753
+596
+3% +$10.2K 0.01% 464
2013
Q4 		$290K Buy
17,157
+1,948
+13% +$32.9K 0.01% 474
2013
Q3 		$211K Sell
15,209
-8,782
-37% -$122K 0.01% 523
2013
Q2 		$235K Buy
+23,991
New +$235K 0.01% 473

Other funds holding UPM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CAM
Cozad Asset Management Champaign, Illinois $1.55B AUM 52.25% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Boston Advisors's UPM Position: Q1 2019 in Review

Boston Advisors sold out of UPM-KYMMRME ADR (REPR ORD SHS) (UPM) in Q1 2019, closing a stake of 17,890 shares — an estimated $460K sold.

Boston Advisors first reported a position in UPM in Q2 2013 and held it in 23 quarters. The position peaked at $830K in Q3 2018. 10 funds tracked by Wall St. Rank hold UPM as of Q1 2019.

  • Boston Advisors reported no remaining UPM-KYMMRME ADR (REPR ORD SHS) position as of Q1 2019 after selling out during the quarter.
  • Boston Advisors sold 17,890 UPM-KYMMRME ADR (REPR ORD SHS) shares in Q1 2019, an estimated $460K.
  • Boston Advisors first reported a position in UPM-KYMMRME ADR (REPR ORD SHS) in Q2 2013 and held it in 23 quarters.
  • Boston Advisors's UPM-KYMMRME ADR (REPR ORD SHS) position peaked at $830K in Q3 2018.
  • 10 funds tracked by Wall St. Rank held UPM-KYMMRME ADR (REPR ORD SHS) as of Q1 2019.

Based on Boston Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.