LIA
UPM

LS Investment Advisors’s UPM-KYMMRME ADR (REPR ORD SHS) UPM Stock Holding History

LS Investment Advisors’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
2014
Q1 		– Sell
-250
Closed -$4K – 1010
2013
Q4 		$4K Buy
+250
New +$4K ﹤0.01% 990
2013
Q3 		– Sell
-250
Closed -$2K – 880
2013
Q2 		$2K Buy
+250
New +$2K ﹤0.01% 931

Other funds holding UPM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LS Investment Advisors's UPM Position: Q1 2014 in Review

LS Investment Advisors sold out of UPM-KYMMRME ADR (REPR ORD SHS) (UPM) in Q1 2014, closing a stake of 250 shares — an estimated $4K sold.

LS Investment Advisors first reported a position in UPM in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2013. 6 funds tracked by Wall St. Rank hold UPM as of Q1 2014.

  • LS Investment Advisors reported no remaining UPM-KYMMRME ADR (REPR ORD SHS) position as of Q1 2014 after selling out during the quarter.
  • LS Investment Advisors sold 250 UPM-KYMMRME ADR (REPR ORD SHS) shares in Q1 2014, an estimated $4K.
  • LS Investment Advisors first reported a position in UPM-KYMMRME ADR (REPR ORD SHS) in Q2 2013 and held it in 2 quarters.
  • LS Investment Advisors's UPM-KYMMRME ADR (REPR ORD SHS) position peaked at $4K in Q4 2013.
  • 6 funds tracked by Wall St. Rank held UPM-KYMMRME ADR (REPR ORD SHS) as of Q1 2014.

Based on LS Investment Advisors's 13F filing for Q1 2014, filed 5 May 2014.