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Financial Enhancement Group’s Upland Software UPLD Stock Holding History

Financial Enhancement Group’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-854
Closed -$246K – 278
2018
Q1 		$246K Buy
+854
New +$210K 0.09% 68

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

Financial Enhancement Group's UPLD Position: Q2 2018 in Review

Financial Enhancement Group sold out of Upland Software (UPLD) in Q2 2018, closing a stake of 854 shares — an estimated $246K sold.

Financial Enhancement Group first reported a position in UPLD in Q1 2018 and held it in 1 quarter. The position peaked at $246K in Q1 2018. 140 funds tracked by Wall St. Rank hold UPLD as of Q2 2018.

  • Financial Enhancement Group reported no remaining Upland Software position as of Q2 2018 after selling out during the quarter.
  • Financial Enhancement Group sold 854 Upland Software shares in Q2 2018, an estimated $246K.
  • Financial Enhancement Group first reported a position in Upland Software in Q1 2018 and held it in 1 quarter.
  • Financial Enhancement Group's Upland Software position peaked at $246K in Q1 2018.
  • 140 funds tracked by Wall St. Rank held Upland Software as of Q2 2018.

Based on Financial Enhancement Group's 13F filing for Q2 2018, filed 8 Aug 2018.