EWM
UPL

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

Evercore 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
2016
Q2 		– Sell
-450
Closed – – 1050
2016
Q1 		$0 Hold
450
– – ﹤0.01% 1037
2015
Q4 		$1K Buy
+450
New +$2.1K ﹤0.01% 990

Other funds holding UPL

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Evercore Wealth Management's UPL Position: Q2 2016 in Review

Evercore Wealth Management sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q2 2016, closing a stake of 450 shares.

Evercore Wealth Management first reported a position in UPL in Q4 2015 and held it in 2 quarters. The position peaked at $1K in Q4 2015. 22 funds tracked by Wall St. Rank hold UPL as of Q2 2016.

  • Evercore Wealth Management reported no remaining Ultra Petroleum Corp. Common Stock position as of Q2 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 450 Ultra Petroleum Corp. Common Stock shares in Q2 2016.
  • Evercore Wealth Management first reported a position in Ultra Petroleum Corp. Common Stock in Q4 2015 and held it in 2 quarters.
  • Evercore Wealth Management's Ultra Petroleum Corp. Common Stock position peaked at $1K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q2 2016.

Based on Evercore Wealth Management's 13F filing for Q2 2016, filed 1 Aug 2016.