CA
UPL

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

Cetera 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
Q3 		– Sell
-10,476
Closed -$2K – 994
2019
Q2 		$2K Sell
10,476
-234
-2% -$100 ﹤0.01% 931
2019
Q1 		$6K Hold
10,710
– – ﹤0.01% 1177
2018
Q4 		$7K Sell
10,710
-558
-5% -$705 ﹤0.01% 841
2018
Q3 		$12K Hold
11,268
– – ﹤0.01% 949
2018
Q2 		$26K Hold
11,268
– – ﹤0.01% 855
2018
Q1 		$46K Hold
11,268
– – ﹤0.01% 757
2017
Q4 		$103K Hold
11,268
– – 0.01% 741
2017
Q3 		$98K Hold
11,268
– – 0.01% 792
2017
Q2 		$122K Buy
+11,268
New +$127K 0.01% 774
2016
Q2 		– Sell
-45,510
Closed -$21K – 832
2016
Q1 		$21K Buy
45,510
+16,903
+59% +$20K ﹤0.01% 706
2015
Q4 		$74K Sell
28,607
-4,269
-13% -$19.9K 0.01% 685
2015
Q3 		$210K Buy
32,876
+10,400
+46% +$82.2K 0.02% 593
2015
Q2 		$287K Sell
22,476
-1,000
-4% -$15.2K 0.02% 539
2015
Q1 		$368K Buy
23,476
+669
+3% +$9.72K 0.03% 450
2014
Q4 		$304K Buy
22,807
+346
+2% +$6.97K 0.03% 482
2014
Q3 		$525K Buy
22,461
+9,729
+76% +$244K 0.04% 339
2014
Q2 		$380K Buy
+12,732
New +$362K 0.04% 392

Other funds holding UPL

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Cetera Advisors's UPL Position: Q3 2019 in Review

Cetera Advisors sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2019, closing a stake of 10,476 shares — an estimated $2K sold.

Cetera Advisors first reported a position in UPL in Q2 2014 and held it in 17 quarters. The position peaked at $525K in Q3 2014. 17 funds tracked by Wall St. Rank hold UPL as of Q3 2019.

  • Cetera Advisors reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Cetera Advisors sold 10,476 Ultra Petroleum Corp. Common Stock shares in Q3 2019, an estimated $2K.
  • Cetera Advisors first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2014 and held it in 17 quarters.
  • Cetera Advisors's Ultra Petroleum Corp. Common Stock position peaked at $525K in Q3 2014.
  • 17 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2019.

Based on Cetera Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.