EPIM
UPL

Equinox Partners Investment Management’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Equinox Partners Investment 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
2013
Q4 		– Sell
-1,166,236
Closed -$24M – 17
2013
Q3 		$24M Buy
+1,166,236
New +$24.6M 7.95% 7

Other funds holding UPL

Capital Research Global Investors
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Equinox Partners Investment Management's UPL Position: Q4 2013 in Review

Equinox Partners Investment Management sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q4 2013, closing a stake of 1,166,236 shares — an estimated $24M sold.

Equinox Partners Investment Management first reported a position in UPL in Q3 2013 and held it in 1 quarter. The position peaked at $24M in Q3 2013. 241 funds tracked by Wall St. Rank hold UPL as of Q4 2013.

  • Equinox Partners Investment Management reported no remaining Ultra Petroleum Corp. Common Stock position as of Q4 2013 after selling out during the quarter.
  • Equinox Partners Investment Management sold 1,166,236 Ultra Petroleum Corp. Common Stock shares in Q4 2013, an estimated $24M.
  • Equinox Partners Investment Management first reported a position in Ultra Petroleum Corp. Common Stock in Q3 2013 and held it in 1 quarter.
  • Equinox Partners Investment Management's Ultra Petroleum Corp. Common Stock position peaked at $24M in Q3 2013.
  • 241 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q4 2013.

Based on Equinox Partners Investment Management's 13F filing for Q4 2013, filed 7 Feb 2014.