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Magee Thomson Investment Partners’s Upland Software UPLD Stock Holding History

Magee Thomson Investment Partners’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-44
Closed -$4K – 110
2015
Q3 		$4K Hold
44
– – ﹤0.01% 80
2015
Q2 		$4K Hold
44
– – ﹤0.01% 90
2015
Q1 		$4K Hold
44
– – ﹤0.01% 89
2014
Q4 		$4K Buy
+44
New +$4.62K ﹤0.01% 144

Other funds holding UPLD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Magee Thomson Investment Partners's UPLD Position: Q4 2015 in Review

Magee Thomson Investment Partners sold out of Upland Software (UPLD) in Q4 2015, closing a stake of 44 shares — an estimated $4K sold.

Magee Thomson Investment Partners first reported a position in UPLD in Q4 2014 and held it in 4 quarters. The position peaked at $4K in Q3 2015. 24 funds tracked by Wall St. Rank hold UPLD as of Q4 2015.

  • Magee Thomson Investment Partners reported no remaining Upland Software position as of Q4 2015 after selling out during the quarter.
  • Magee Thomson Investment Partners sold 44 Upland Software shares in Q4 2015, an estimated $4K.
  • Magee Thomson Investment Partners first reported a position in Upland Software in Q4 2014 and held it in 4 quarters.
  • Magee Thomson Investment Partners's Upland Software position peaked at $4K in Q3 2015.
  • 24 funds tracked by Wall St. Rank held Upland Software as of Q4 2015.

Based on Magee Thomson Investment Partners's 13F filing for Q4 2015, filed 26 Jan 2016.