FCBT
UPL

First Citizens Bank & Trust’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

First Citizens Bank & Trust’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
-14,406
Closed -$296K – 901
2013
Q3 		$296K Buy
14,406
+300
+2% +$6.32K 0.01% 925
2013
Q2 		$280K Buy
+14,106
New +$302K 0.01% 910

Other funds holding UPL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 22.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

First Citizens Bank & Trust's UPL Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q4 2013, closing a stake of 14,406 shares — an estimated $296K sold.

First Citizens Bank & Trust first reported a position in UPL in Q2 2013 and held it in 2 quarters. The position peaked at $296K in Q3 2013. 241 funds tracked by Wall St. Rank hold UPL as of Q4 2013.

  • First Citizens Bank & Trust reported no remaining Ultra Petroleum Corp. Common Stock position as of Q4 2013 after selling out during the quarter.
  • First Citizens Bank & Trust sold 14,406 Ultra Petroleum Corp. Common Stock shares in Q4 2013, an estimated $296K.
  • First Citizens Bank & Trust first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2013 and held it in 2 quarters.
  • First Citizens Bank & Trust's Ultra Petroleum Corp. Common Stock position peaked at $296K in Q3 2013.
  • 241 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.