Morningstar Investment Services’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-25,753
| Closed | -$64K | – | 241 |
|
|
2015
Q4 | $64K | Sell |
25,753
-124,965
| -83% | -$311K | ﹤0.01% | 209 |
|
|
2015
Q3 | $963K | Sell |
150,718
-12,358
| -8% | -$79K | 0.04% | 164 |
|
|
2015
Q2 | $2.04M | Sell |
163,076
-77,432
| -32% | -$970K | 0.09% | 143 |
|
|
2015
Q1 | $3.76M | Sell |
240,508
-6,579
| -3% | -$103K | 0.16% | 112 |
|
|
2014
Q4 | $3.25M | Sell |
247,087
-47,053
| -16% | -$619K | 0.15% | 112 |
|
|
2014
Q3 | $6.84M | Buy |
294,140
+16,246
| +6% | +$378K | 0.35% | 76 |
|
|
2014
Q2 | $8.25M | Buy |
277,894
+9,302
| +3% | +$276K | 0.48% | 61 |
|
|
2014
Q1 | $7.22M | Buy |
268,592
+35,275
| +15% | +$948K | 0.49% | 60 |
|
|
2013
Q4 | $5.05M | Buy |
233,317
+37,835
| +19% | +$819K | 0.38% | 71 |
|
|
2013
Q3 | $4.1M | Buy |
195,482
+20,782
| +12% | +$436K | 0.36% | 73 |
|
|
2013
Q2 | $3.46M | Buy |
+174,700
| New | +$3.46M | 0.36% | 70 |
|