Creative Planning
UPL

Creative Planning’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-8,871
Closed -$96K – 4289
2017
Q2 		$96K Buy
+8,871
New +$100K ﹤0.01% 2028
2016
Q2 		– Sell
-14,971
Closed -$7K – 4612
2016
Q1 		$7K Sell
14,971
-700
-4% -$827 ﹤0.01% 3447
2015
Q4 		$39K Sell
15,671
-2,329
-13% -$10.8K ﹤0.01% 2329
2015
Q3 		$115K Sell
18,000
-300
-2% -$2.37K ﹤0.01% 1514
2015
Q2 		$229K Sell
18,300
-1,025
-5% -$15.6K ﹤0.01% 840
2015
Q1 		$302K Buy
19,325
+4,800
+33% +$69.7K ﹤0.01% 985
2014
Q4 		$191K Sell
14,525
-6,045
-29% -$122K ﹤0.01% 1169
2014
Q3 		$478K Buy
20,570
+1,870
+10% +$46.9K 0.01% 672
2014
Q2 		$555K Sell
18,700
-2,700
-13% -$76.7K 0.01% 602
2014
Q1 		$575K Buy
21,400
+3,572
+20% +$85.3K 0.01% 565
2013
Q4 		$386K Buy
17,828
+14,100
+378% +$287K 0.01% 595
2013
Q3 		$77K Sell
3,728
-20
-0.5% -$421 ﹤0.01% 1279
2013
Q2 		$74K Buy
+3,748
New +$80.1K ﹤0.01% 1157

Other funds holding UPL

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Warlander Asset Management New York $111M AUM 8.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
NM
Nokota Management New York $165M AUM
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Creative Planning's UPL Position: Q3 2017 in Review

Creative Planning sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2017, closing a stake of 8,871 shares — an estimated $96K sold.

Creative Planning first reported a position in UPL in Q2 2013 and held it in 13 quarters. The position peaked at $575K in Q1 2014. 161 funds tracked by Wall St. Rank hold UPL as of Q3 2017.

  • Creative Planning reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 8,871 Ultra Petroleum Corp. Common Stock shares in Q3 2017, an estimated $96K.
  • Creative Planning first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2013 and held it in 13 quarters.
  • Creative Planning's Ultra Petroleum Corp. Common Stock position peaked at $575K in Q1 2014.
  • 161 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.