JIR
UPM

James Investment Research’s UPM-KYMMRME ADR (REPR ORD SHS) UPM Stock Holding History

James Investment Research’s Portfolio UPM Stock Details UPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,000
Closed -$19K – 505
2015
Q4 		$19K Hold
1,000
– – ﹤0.01% 425
2015
Q3 		$15K Hold
1,000
– – ﹤0.01% 431
2015
Q2 		$18K Hold
1,000
– – ﹤0.01% 445
2015
Q1 		$19K Buy
+1,000
New +$19K ﹤0.01% 453

Other funds holding UPM

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

James Investment Research's UPM Position: Q1 2016 in Review

James Investment Research sold out of UPM-KYMMRME ADR (REPR ORD SHS) (UPM) in Q1 2016, closing a stake of 1,000 shares — an estimated $19K sold.

James Investment Research first reported a position in UPM in Q1 2015 and held it in 4 quarters. The position peaked at $19K in Q4 2015. 5 funds tracked by Wall St. Rank hold UPM as of Q1 2016.

  • James Investment Research reported no remaining UPM-KYMMRME ADR (REPR ORD SHS) position as of Q1 2016 after selling out during the quarter.
  • James Investment Research sold 1,000 UPM-KYMMRME ADR (REPR ORD SHS) shares in Q1 2016, an estimated $19K.
  • James Investment Research first reported a position in UPM-KYMMRME ADR (REPR ORD SHS) in Q1 2015 and held it in 4 quarters.
  • James Investment Research's UPM-KYMMRME ADR (REPR ORD SHS) position peaked at $19K in Q4 2015.
  • 5 funds tracked by Wall St. Rank held UPM-KYMMRME ADR (REPR ORD SHS) as of Q1 2016.

Based on James Investment Research's 13F filing for Q1 2016, filed 25 Apr 2016.