MSFP
UPL

Mark Sheptoff Financial Planning’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q1 		– Sell
-300
Closed -$4K – 350
2014
Q4 		$4K Hold
300
– – ﹤0.01% 299
2014
Q3 		$7K Hold
300
– – 0.01% 294
2014
Q2 		$9K Hold
300
– – 0.01% 284
2014
Q1 		$8K Buy
+300
New +$7.16K 0.01% 297

Other funds holding UPL

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's UPL Position: Q1 2015 in Review

Mark Sheptoff Financial Planning sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q1 2015, closing a stake of 300 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in UPL in Q1 2014 and held it in 4 quarters. The position peaked at $9K in Q2 2014. 212 funds tracked by Wall St. Rank hold UPL as of Q1 2015.

  • Mark Sheptoff Financial Planning reported no remaining Ultra Petroleum Corp. Common Stock position as of Q1 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Ultra Petroleum Corp. Common Stock shares in Q1 2015, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in Ultra Petroleum Corp. Common Stock in Q1 2014 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Ultra Petroleum Corp. Common Stock position peaked at $9K in Q2 2014.
  • 212 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q1 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2015, filed 12 May 2015.