JFA
UPL

JNBA Financial Advisors’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

JNBA Financial Advisors’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
2016
Q3 		– Sell
-100
Closed – – 1706
2016
Q2 		$0 Hold
100
– – ﹤0.01% 565
2016
Q1 		$0 Hold
100
– – ﹤0.01% 572
2015
Q4 		$0 Hold
100
– – ﹤0.01% 558
2015
Q3 		$1K Hold
100
– – ﹤0.01% 518
2015
Q2 		$1K Hold
100
– – ﹤0.01% 514
2015
Q1 		$2K Hold
100
– – ﹤0.01% 489
2014
Q4 		$1K Hold
100
– – ﹤0.01% 531
2014
Q3 		$2K Hold
100
– – ﹤0.01% 542
2014
Q2 		$3K Hold
100
– – ﹤0.01% 451
2014
Q1 		$3K Buy
+100
New +$2.39K ﹤0.01% 422

Other funds holding UPL

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

JNBA Financial Advisors's UPL Position: Q3 2016 in Review

JNBA Financial Advisors sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2016, closing a stake of 100 shares.

JNBA Financial Advisors first reported a position in UPL in Q1 2014 and held it in 10 quarters. The position peaked at $3K in Q2 2014. 9 funds tracked by Wall St. Rank hold UPL as of Q3 2016.

  • JNBA Financial Advisors reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 100 Ultra Petroleum Corp. Common Stock shares in Q3 2016.
  • JNBA Financial Advisors first reported a position in Ultra Petroleum Corp. Common Stock in Q1 2014 and held it in 10 quarters.
  • JNBA Financial Advisors's Ultra Petroleum Corp. Common Stock position peaked at $3K in Q2 2014.
  • 9 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2016.

Based on JNBA Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.