PIA
UPM

Philadelphia International Advisors’s UPM-KYMMRME ADR (REPR ORD SHS) UPM Stock Holding History

Philadelphia International Advisors’s Portfolio UPM Stock Details UPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-350,164
Closed -$5.92M – 91
2013
Q4 		$5.92M Sell
350,164
-193,236
-36% -$3.27M 1.29% 43
2013
Q3 		$7.53M Sell
543,400
-71,344
-12% -$988K 1.7% 32
2013
Q2 		$6.02M Buy
+614,744
New +$6.02M 1.35% 41

Other funds holding UPM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Philadelphia International Advisors's UPM Position: Q1 2014 in Review

Philadelphia International Advisors sold out of UPM-KYMMRME ADR (REPR ORD SHS) (UPM) in Q1 2014, closing a stake of 350,164 shares — an estimated $5.92M sold.

Philadelphia International Advisors first reported a position in UPM in Q2 2013 and held it in 3 quarters. The position peaked at $7.53M in Q3 2013. 6 funds tracked by Wall St. Rank hold UPM as of Q1 2014.

  • Philadelphia International Advisors reported no remaining UPM-KYMMRME ADR (REPR ORD SHS) position as of Q1 2014 after selling out during the quarter.
  • Philadelphia International Advisors sold 350,164 UPM-KYMMRME ADR (REPR ORD SHS) shares in Q1 2014, an estimated $5.92M.
  • Philadelphia International Advisors first reported a position in UPM-KYMMRME ADR (REPR ORD SHS) in Q2 2013 and held it in 3 quarters.
  • Philadelphia International Advisors's UPM-KYMMRME ADR (REPR ORD SHS) position peaked at $7.53M in Q3 2013.
  • 6 funds tracked by Wall St. Rank held UPM-KYMMRME ADR (REPR ORD SHS) as of Q1 2014.

Based on Philadelphia International Advisors's 13F filing for Q1 2014, filed 1 May 2014.