MAA
UPLD icon

Managed Account Advisors’s Upland Software UPLD Stock Holding History

Managed Account Advisors’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
Q1 		– Sell
-208
Closed -$20K – 3061
2014
Q4 		$20K Buy
+208
New +$21.8K ﹤0.01% 2558

Other funds holding UPLD

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $578M AUM 41.69% 1-Year Est. Return

Managed Account Advisors's UPLD Position: Q1 2015 in Review

Managed Account Advisors sold out of Upland Software (UPLD) in Q1 2015, closing a stake of 208 shares — an estimated $20K sold.

Managed Account Advisors first reported a position in UPLD in Q4 2014 and held it in 1 quarter. The position peaked at $20K in Q4 2014. 20 funds tracked by Wall St. Rank hold UPLD as of Q1 2015.

  • Managed Account Advisors reported no remaining Upland Software position as of Q1 2015 after selling out during the quarter.
  • Managed Account Advisors sold 208 Upland Software shares in Q1 2015, an estimated $20K.
  • Managed Account Advisors first reported a position in Upland Software in Q4 2014 and held it in 1 quarter.
  • Managed Account Advisors's Upland Software position peaked at $20K in Q4 2014.
  • 20 funds tracked by Wall St. Rank held Upland Software as of Q1 2015.

Based on Managed Account Advisors's 13F filing for Q1 2015, filed 15 May 2015.