Capstone Investment Advisors
UPL

Capstone Investment Advisors’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Capstone Investment Advisors’s Portfolio UPL Stock Details UPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-142,439
Closed -$108K – 1388
2018
Q4 		$108K Buy
142,439
+74,700
+110% +$94.4K ﹤0.01% 1111
2018
Q3 		$76K Buy
+67,739
New +$100K ﹤0.01% 1171

Other funds holding UPL

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's UPL Position: Q1 2019 in Review

Capstone Investment Advisors sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q1 2019, closing a stake of 142,439 shares — an estimated $108K sold.

Capstone Investment Advisors first reported a position in UPL in Q3 2018 and held it in 2 quarters. The position peaked at $108K in Q4 2018. 111 funds tracked by Wall St. Rank hold UPL as of Q1 2019.

  • Capstone Investment Advisors reported no remaining Ultra Petroleum Corp. Common Stock position as of Q1 2019 after selling out during the quarter.
  • Capstone Investment Advisors sold 142,439 Ultra Petroleum Corp. Common Stock shares in Q1 2019, an estimated $108K.
  • Capstone Investment Advisors first reported a position in Ultra Petroleum Corp. Common Stock in Q3 2018 and held it in 2 quarters.
  • Capstone Investment Advisors's Ultra Petroleum Corp. Common Stock position peaked at $108K in Q4 2018.
  • 111 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q1 2019.

Based on Capstone Investment Advisors's 13F filing for Q1 2019, filed 15 May 2019.