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Nationwide Fund Advisors’s Upland Software UPLD Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-403
Closed -$85K – 2001
2017
Q3 		$85K Hold
403
– – ﹤0.01% 2956
2017
Q2 		$89K Buy
+403
New +$82.3K ﹤0.01% 2946

Other funds holding UPLD

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PM
Precept Management Dallas, Texas $126M AUM 36.77% 1-Year Est. Return

Nationwide Fund Advisors's UPLD Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Upland Software (UPLD) in Q4 2017, closing a stake of 403 shares — an estimated $85K sold.

Nationwide Fund Advisors first reported a position in UPLD in Q2 2017 and held it in 2 quarters. The position peaked at $89K in Q2 2017. 80 funds tracked by Wall St. Rank hold UPLD as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Upland Software position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 403 Upland Software shares in Q4 2017, an estimated $85K.
  • Nationwide Fund Advisors first reported a position in Upland Software in Q2 2017 and held it in 2 quarters.
  • Nationwide Fund Advisors's Upland Software position peaked at $89K in Q2 2017.
  • 80 funds tracked by Wall St. Rank held Upland Software as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.