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Bourgeon Capital Management’s Upland Software UPLD Stock Holding History

Bourgeon Capital 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
2015
Q2 		– Sell
-2,000
Closed -$140K – 114
2015
Q1 		$140K Buy
+2,000
New +$156K 0.09% 104

Other funds holding UPLD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Bourgeon Capital Management's UPLD Position: Q2 2015 in Review

Bourgeon Capital Management sold out of Upland Software (UPLD) in Q2 2015, closing a stake of 2,000 shares — an estimated $140K sold.

Bourgeon Capital Management first reported a position in UPLD in Q1 2015 and held it in 1 quarter. The position peaked at $140K in Q1 2015. 24 funds tracked by Wall St. Rank hold UPLD as of Q2 2015.

  • Bourgeon Capital Management reported no remaining Upland Software position as of Q2 2015 after selling out during the quarter.
  • Bourgeon Capital Management sold 2,000 Upland Software shares in Q2 2015, an estimated $140K.
  • Bourgeon Capital Management first reported a position in Upland Software in Q1 2015 and held it in 1 quarter.
  • Bourgeon Capital Management's Upland Software position peaked at $140K in Q1 2015.
  • 24 funds tracked by Wall St. Rank held Upland Software as of Q2 2015.

Based on Bourgeon Capital Management's 13F filing for Q2 2015, filed 11 Aug 2015.