KT
UPL

Kanaly Trust’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Kanaly 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
2016
Q3 		– Sell
-1,000
Closed -$2K – 954
2016
Q2 		$2K Hold
1,000
– – ﹤0.01% 814
2016
Q1 		$0 Hold
1,000
– – ﹤0.01% 949
2015
Q4 		$3K Hold
1,000
– – ﹤0.01% 765
2015
Q3 		$6K Hold
1,000
– – ﹤0.01% 619
2015
Q2 		$13K Hold
1,000
– – ﹤0.01% 523
2015
Q1 		$16K Hold
1,000
– – ﹤0.01% 421
2014
Q4 		$13K Hold
1,000
– – ﹤0.01% 424
2014
Q3 		$23K Hold
1,000
– – ﹤0.01% 377
2014
Q2 		$30K Buy
1,000
+500
+100% +$14.2K 0.01% 361
2014
Q1 		$13K Buy
+500
New +$11.9K ﹤0.01% 455

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 $3.62B AUM 21.35% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Kanaly Trust's UPL Position: Q3 2016 in Review

Kanaly Trust sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2016, closing a stake of 1,000 shares — an estimated $2K sold.

Kanaly Trust first reported a position in UPL in Q1 2014 and held it in 10 quarters. The position peaked at $30K in Q2 2014. 9 funds tracked by Wall St. Rank hold UPL as of Q3 2016.

  • Kanaly Trust reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2016 after selling out during the quarter.
  • Kanaly Trust sold 1,000 Ultra Petroleum Corp. Common Stock shares in Q3 2016, an estimated $2K.
  • Kanaly Trust first reported a position in Ultra Petroleum Corp. Common Stock in Q1 2014 and held it in 10 quarters.
  • Kanaly Trust's Ultra Petroleum Corp. Common Stock position peaked at $30K in Q2 2014.
  • 9 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2016.

Based on Kanaly Trust's 13F filing for Q3 2016, filed 8 Nov 2016.