EWM
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Elite Wealth Management’s Ultrapar UGP Stock Holding History

Elite Wealth Management’s Portfolio UGP Stock Details UGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-6,056
Closed -$72K – 466
2013
Q2 		$72K Buy
+6,056
New +$77.4K 0.11% 105

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Schroder Investment Management Group
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BG
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Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Elite Wealth Management's UGP Position: Q3 2013 in Review

Elite Wealth Management sold out of Ultrapar (UGP) in Q3 2013, closing a stake of 6,056 shares — an estimated $72K sold.

Elite Wealth Management first reported a position in UGP in Q2 2013 and held it in 1 quarter. The position peaked at $72K in Q2 2013. 88 funds tracked by Wall St. Rank hold UGP as of Q3 2013.

  • Elite Wealth Management reported no remaining Ultrapar position as of Q3 2013 after selling out during the quarter.
  • Elite Wealth Management sold 6,056 Ultrapar shares in Q3 2013, an estimated $72K.
  • Elite Wealth Management first reported a position in Ultrapar in Q2 2013 and held it in 1 quarter.
  • Elite Wealth Management's Ultrapar position peaked at $72K in Q2 2013.
  • 88 funds tracked by Wall St. Rank held Ultrapar as of Q3 2013.

Based on Elite Wealth Management's 13F filing for Q3 2013, filed 22 Nov 2016.