M Holdings Securities’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

M Holdings Securities’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
2019 Q1	–	Sell	-12,619	Closed	-$10K	–	383
2018 Q4	$10K	Hold	12,619	–	–	﹤0.01%	326
2018 Q3	$14K	Buy	12,619 +130	+1%	+$193	﹤0.01%	349
2018 Q2	$29K	Hold	12,489	–	–	0.01%	340
2018 Q1	$52K	Buy	12,489 +156	+1%	+$912	0.02%	313
2017 Q4	$112K	Sell	12,333 -156	-1%	-$1.36K	0.03%	306
2017 Q3	$108K	Buy	+12,489	New	+$114K	0.03%	303
2014 Q4	–	Sell	-700	Closed	-$22K	–	479
2014 Q3	$22K	Buy	+700	New	+$17.6K	0.01%	514

Other funds holding UPL

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

DGI

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

Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

M Holdings Securities's UPL Position: Q1 2019 in Review

M Holdings Securities sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q1 2019, closing a stake of 12,619 shares — an estimated $10K sold.

M Holdings Securities first reported a position in UPL in Q3 2014 and held it in 7 quarters. The position peaked at $112K in Q4 2017. 111 funds tracked by Wall St. Rank hold UPL as of Q1 2019.

M Holdings Securities reported no remaining Ultra Petroleum Corp. Common Stock position as of Q1 2019 after selling out during the quarter.
M Holdings Securities sold 12,619 Ultra Petroleum Corp. Common Stock shares in Q1 2019, an estimated $10K.
M Holdings Securities first reported a position in Ultra Petroleum Corp. Common Stock in Q3 2014 and held it in 7 quarters.
M Holdings Securities's Ultra Petroleum Corp. Common Stock position peaked at $112K in Q4 2017.
111 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q1 2019.

Based on M Holdings Securities's 13F filing for Q1 2019, filed 17 May 2019.