Massachusetts Financial Services
UPI

Massachusetts Financial Services’s UROPLASTY INC-NEW UPI Stock Holding History

Massachusetts Financial Services’s Portfolio UPI Stock Details UPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,229,951
Closed -$4.59M – 943
2014
Q4 		$4.59M Sell
2,229,951
-260,150
-10% -$618K ﹤0.01% 683
2014
Q3 		$6.22M Sell
2,490,101
-67,041
-3% -$175K ﹤0.01% 648
2014
Q2 		$6.85M Sell
2,557,142
-41,099
-2% -$129K ﹤0.01% 639
2014
Q1 		$9.43M Buy
2,598,241
+17,583
+0.7% +$68.7K 0.01% 590
2013
Q4 		$7.05M Sell
2,580,658
-19,160
-0.7% -$58.4K ﹤0.01% 583
2013
Q3 		$8.61M Buy
2,599,818
+8,200
+0.3% +$22.9K 0.01% 565
2013
Q2 		$5.36M Buy
+2,591,618
New +$5.94M ﹤0.01% 581

Other funds holding UPI

AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services's UPI Position: Q1 2015 in Review

Massachusetts Financial Services sold out of UROPLASTY INC-NEW (UPI) in Q1 2015, closing a stake of 2,229,951 shares — an estimated $4.59M sold.

Massachusetts Financial Services first reported a position in UPI in Q2 2013 and held it in 7 quarters. The position peaked at $9.43M in Q1 2014. 31 funds tracked by Wall St. Rank hold UPI as of Q1 2015.

  • Massachusetts Financial Services reported no remaining UROPLASTY INC-NEW position as of Q1 2015 after selling out during the quarter.
  • Massachusetts Financial Services sold 2,229,951 UROPLASTY INC-NEW shares in Q1 2015, an estimated $4.59M.
  • Massachusetts Financial Services first reported a position in UROPLASTY INC-NEW in Q2 2013 and held it in 7 quarters.
  • Massachusetts Financial Services's UROPLASTY INC-NEW position peaked at $9.43M in Q1 2014.
  • 31 funds tracked by Wall St. Rank held UROPLASTY INC-NEW as of Q1 2015.

Based on Massachusetts Financial Services's 13F filing for Q1 2015, filed 13 May 2015.