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IPG Investment Advisors’s Upland Software UPLD Stock Holding History

IPG Investment Advisors’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
Q3 		– Sell
-819
Closed -$281K – 182
2018
Q2 		$281K Buy
819
+24
+3% +$7.52K 0.1% 118
2018
Q1 		$229K Buy
+795
New +$196K 0.07% 131

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 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
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
MFIMFI
Mesirow Financial Investment Management - Fixed Income Chicago, Illinois $98.4M AUM 13.93% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return

IPG Investment Advisors's UPLD Position: Q3 2018 in Review

IPG Investment Advisors sold out of Upland Software (UPLD) in Q3 2018, closing a stake of 819 shares — an estimated $281K sold.

IPG Investment Advisors first reported a position in UPLD in Q1 2018 and held it in 2 quarters. The position peaked at $281K in Q2 2018. 147 funds tracked by Wall St. Rank hold UPLD as of Q3 2018.

  • IPG Investment Advisors reported no remaining Upland Software position as of Q3 2018 after selling out during the quarter.
  • IPG Investment Advisors sold 819 Upland Software shares in Q3 2018, an estimated $281K.
  • IPG Investment Advisors first reported a position in Upland Software in Q1 2018 and held it in 2 quarters.
  • IPG Investment Advisors's Upland Software position peaked at $281K in Q2 2018.
  • 147 funds tracked by Wall St. Rank held Upland Software as of Q3 2018.

Based on IPG Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.