Endurance Wealth Management’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Endurance Wealth Management’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
2015 Q4	–	Sell	-300	Closed	-$2K	–	538
2015 Q3	$2K	Hold	300	–	–	﹤0.01%	491
2015 Q2	$4K	Buy	+300	New	+$4.56K	﹤0.01%	468

Other funds holding UPL

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Endurance Wealth Management's UPL Position: Q4 2015 in Review

Endurance Wealth Management sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q4 2015, closing a stake of 300 shares — an estimated $2K sold.

Endurance Wealth Management first reported a position in UPL in Q2 2015 and held it in 2 quarters. The position peaked at $4K in Q2 2015. 181 funds tracked by Wall St. Rank hold UPL as of Q4 2015.

Endurance Wealth Management reported no remaining Ultra Petroleum Corp. Common Stock position as of Q4 2015 after selling out during the quarter.
Endurance Wealth Management sold 300 Ultra Petroleum Corp. Common Stock shares in Q4 2015, an estimated $2K.
Endurance Wealth Management first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2015 and held it in 2 quarters.
Endurance Wealth Management's Ultra Petroleum Corp. Common Stock position peaked at $4K in Q2 2015.
181 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q4 2015.

Based on Endurance Wealth Management's 13F filing for Q4 2015, filed 27 Jan 2016.