Independent Portfolio Consultants’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Independent Portfolio Consultants’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	-28,740	Closed	-$184K	–	826
2015 Q3	$184K	Buy	28,740 +4,070	+16%	+$32.2K	0.04%	357
2015 Q2	$309K	Sell	24,670 -527	-2%	-$8.01K	0.06%	309
2015 Q1	$394K	Buy	25,197 +1,219	+5%	+$17.7K	0.08%	273
2014 Q4	$316K	Sell	23,978 -4,435	-16%	-$89.4K	0.06%	303
2014 Q3	$661K	Buy	28,413 +230	+0.8%	+$5.77K	0.18%	165
2014 Q2	$837K	Sell	28,183 -235	-0.8%	-$6.68K	0.23%	113
2014 Q1	$764K	Sell	28,418 -6,605	-19%	-$158K	0.24%	126
2013 Q4	$758K	Buy	35,023 +1,005	+3%	+$20.5K	0.26%	110
2013 Q3	$700K	Buy	34,018 +3,644	+12%	+$76.7K	0.28%	111
2013 Q2	$602K	Buy	+30,374	New	+$649K	0.27%	120

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

Independent Portfolio Consultants's UPL Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q4 2015, closing a stake of 28,740 shares — an estimated $184K sold.

Independent Portfolio Consultants first reported a position in UPL in Q2 2013 and held it in 10 quarters. The position peaked at $837K in Q2 2014. 181 funds tracked by Wall St. Rank hold UPL as of Q4 2015.

Independent Portfolio Consultants reported no remaining Ultra Petroleum Corp. Common Stock position as of Q4 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 28,740 Ultra Petroleum Corp. Common Stock shares in Q4 2015, an estimated $184K.
Independent Portfolio Consultants first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2013 and held it in 10 quarters.
Independent Portfolio Consultants's Ultra Petroleum Corp. Common Stock position peaked at $837K in Q2 2014.
181 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.