Lehman Financial Resources’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Lehman Financial Resources’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 Q3	–	Sell	-100	Closed	-$1K	–	501
2015 Q2	$1K	Hold	100	–	–	﹤0.01%	418
2015 Q1	$2K	Hold	100	–	–	﹤0.01%	388
2014 Q4	$1K	Hold	100	–	–	﹤0.01%	392
2014 Q3	$2K	Hold	100	–	–	﹤0.01%	392
2014 Q2	$3K	Hold	100	–	–	﹤0.01%	364
2014 Q1	$3K	Buy	+100	New	+$2.39K	﹤0.01%	369

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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lehman Financial Resources's UPL Position: Q3 2015 in Review

Lehman Financial Resources sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2015, closing a stake of 100 shares — an estimated $1K sold.

Lehman Financial Resources first reported a position in UPL in Q1 2014 and held it in 6 quarters. The position peaked at $3K in Q2 2014. 190 funds tracked by Wall St. Rank hold UPL as of Q3 2015.

Lehman Financial Resources reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2015 after selling out during the quarter.
Lehman Financial Resources sold 100 Ultra Petroleum Corp. Common Stock shares in Q3 2015, an estimated $1K.
Lehman Financial Resources first reported a position in Ultra Petroleum Corp. Common Stock in Q1 2014 and held it in 6 quarters.
Lehman Financial Resources's Ultra Petroleum Corp. Common Stock position peaked at $3K in Q2 2014.
190 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2015.

Based on Lehman Financial Resources's 13F filing for Q3 2015, filed 10 Nov 2015.