LWM
UPL

Lyons Wealth Management’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Lyons Wealth Management’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
Q1 		– Sell
-15,000
Closed -$38K – 85
2015
Q4 		$38K Sell
15,000
-1,471
-9% -$6.85K 0.05% 57
2015
Q3 		$105K Buy
+16,471
New +$130K 0.13% 50

Other funds holding UPL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Lyons Wealth Management's UPL Position: Q1 2016 in Review

Lyons Wealth Management sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q1 2016, closing a stake of 15,000 shares — an estimated $38K sold.

Lyons Wealth Management first reported a position in UPL in Q3 2015 and held it in 2 quarters. The position peaked at $105K in Q3 2015. 141 funds tracked by Wall St. Rank hold UPL as of Q1 2016.

  • Lyons Wealth Management reported no remaining Ultra Petroleum Corp. Common Stock position as of Q1 2016 after selling out during the quarter.
  • Lyons Wealth Management sold 15,000 Ultra Petroleum Corp. Common Stock shares in Q1 2016, an estimated $38K.
  • Lyons Wealth Management first reported a position in Ultra Petroleum Corp. Common Stock in Q3 2015 and held it in 2 quarters.
  • Lyons Wealth Management's Ultra Petroleum Corp. Common Stock position peaked at $105K in Q3 2015.
  • 141 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q1 2016.

Based on Lyons Wealth Management's 13F filing for Q1 2016, filed 20 May 2016.