MGIA
UPL

Moneta Group Investment Advisors’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Moneta Group Investment Advisors’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
2017
Q4 		– Sell
-24,614
Closed -$213K – 573
2017
Q3 		$213K Buy
+24,614
New +$225K 0.03% 188

Other funds holding UPL

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
OBP
Old Bellows Partners New York $9.01M AUM 83.84% 1-Year Est. Return
WAM
Warlander Asset Management New York $111M AUM 8.26% 1-Year Est. Return
NM
Nokota Management New York $165M AUM
KDAM
KLS Diversified Asset Management New York $224M AUM 186.41% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Moneta Group Investment Advisors's UPL Position: Q4 2017 in Review

Moneta Group Investment Advisors sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q4 2017, closing a stake of 24,614 shares — an estimated $213K sold.

Moneta Group Investment Advisors first reported a position in UPL in Q3 2017 and held it in 1 quarter. The position peaked at $213K in Q3 2017. 166 funds tracked by Wall St. Rank hold UPL as of Q4 2017.

  • Moneta Group Investment Advisors reported no remaining Ultra Petroleum Corp. Common Stock position as of Q4 2017 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 24,614 Ultra Petroleum Corp. Common Stock shares in Q4 2017, an estimated $213K.
  • Moneta Group Investment Advisors first reported a position in Ultra Petroleum Corp. Common Stock in Q3 2017 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Ultra Petroleum Corp. Common Stock position peaked at $213K in Q3 2017.
  • 166 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q4 2017.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.