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

Optimum 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
2019 Q3	–	Sell	-260	Closed	–	–	1048
2019 Q2	$0	Hold	260	–	–	﹤0.01%	1035
2019 Q1	$0	Hold	260	–	–	﹤0.01%	1050
2018 Q4	$0	Hold	260	–	–	﹤0.01%	1066
2018 Q3	$0	Hold	260	–	–	﹤0.01%	1112
2018 Q2	$1K	Hold	260	–	–	﹤0.01%	1052
2018 Q1	$1K	Buy	+260	New	+$1.52K	﹤0.01%	1007
2015 Q1	$14K	Hold	880	–	–	﹤0.01%	761
2014 Q4	$12K	Hold	880	–	–	﹤0.01%	821
2014 Q3	$20K	Sell	880 -1,000	-53%	-$25.1K	0.01%	641
2014 Q2	$56K	Buy	1,880 +1,000	+114%	+$28.4K	0.02%	466
2014 Q1	$24K	Sell	880 -1,000	-53%	-$23.9K	0.01%	490
2013 Q4	$41K	Hold	1,880	–	–	0.02%	418
2013 Q3	$39K	Buy	+1,880	New	+$39.6K	0.02%	402

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) 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 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 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 New York $56.4B AUM 24.96% 1-Year Est. Return

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

Optimum Investment Advisors's UPL Position: Q3 2019 in Review

Optimum Investment Advisors sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2019, closing a stake of 260 shares.

Optimum Investment Advisors first reported a position in UPL in Q3 2013 and held it in 13 quarters. The position peaked at $56K in Q2 2014. 17 funds tracked by Wall St. Rank hold UPL as of Q3 2019.

Optimum Investment Advisors reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2019 after selling out during the quarter.
Optimum Investment Advisors sold 260 Ultra Petroleum Corp. Common Stock shares in Q3 2019.
Optimum Investment Advisors first reported a position in Ultra Petroleum Corp. Common Stock in Q3 2013 and held it in 13 quarters.
Optimum Investment Advisors's Ultra Petroleum Corp. Common Stock position peaked at $56K in Q2 2014.
17 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.