NFG
UPL

Next Financial Group’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Next Financial Group’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
2019
Q3 		– Sell
-7,500
Closed -$1K – 2498
2019
Q2 		$1K Buy
+7,500
New +$3.21K ﹤0.01% 2281
2014
Q4 		– Sell
-1,487
Closed -$35K – 2489
2014
Q3 		$35K Buy
+1,487
New +$37.3K 0.01% 1140

Other funds holding UPL

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Next Financial Group's UPL Position: Q3 2019 in Review

Next Financial Group sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2019, closing a stake of 7,500 shares — an estimated $1K sold.

Next Financial Group first reported a position in UPL in Q3 2014 and held it in 2 quarters. The position peaked at $35K in Q3 2014. 17 funds tracked by Wall St. Rank hold UPL as of Q3 2019.

  • Next Financial Group reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 7,500 Ultra Petroleum Corp. Common Stock shares in Q3 2019, an estimated $1K.
  • Next Financial Group first reported a position in Ultra Petroleum Corp. Common Stock in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's Ultra Petroleum Corp. Common Stock position peaked at $35K in Q3 2014.
  • 17 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.