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Mount Yale Investment Advisors’s Upland Software UPLD Stock Holding History

Mount Yale Investment 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
2019
Q2 		– Sell
-514
Closed -$218K – 345
2019
Q1 		$218K Sell
514
-137
-21% -$46.6K 0.04% 283
2018
Q4 		$207K Sell
651
-21
-3% -$6.3K 0.04% 293
2018
Q3 		$219K Sell
672
-1
-0.1% -$346 0.04% 294
2018
Q2 		$231K Buy
673
+202
+43% +$63.3K 0.04% 289
2018
Q1 		$136K Buy
+471
New +$116K 0.03% 371

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return

Mount Yale Investment Advisors's UPLD Position: Q2 2019 in Review

Mount Yale Investment Advisors sold out of Upland Software (UPLD) in Q2 2019, closing a stake of 514 shares — an estimated $218K sold.

Mount Yale Investment Advisors first reported a position in UPLD in Q1 2018 and held it in 5 quarters. The position peaked at $231K in Q2 2018. 175 funds tracked by Wall St. Rank hold UPLD as of Q2 2019.

  • Mount Yale Investment Advisors reported no remaining Upland Software position as of Q2 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 514 Upland Software shares in Q2 2019, an estimated $218K.
  • Mount Yale Investment Advisors first reported a position in Upland Software in Q1 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Upland Software position peaked at $231K in Q2 2018.
  • 175 funds tracked by Wall St. Rank held Upland Software as of Q2 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.