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Rehmann Capital Advisory Group’s Upland Software UPLD Stock Holding History

Rehmann Capital Advisory Group’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
Q3 		$1.32K Hold
4
– – ﹤0.01% 1504
2019
Q2 		$1.73K Hold
4
– – ﹤0.01% 1814
2019
Q1 		$1.61K Hold
4
– – ﹤0.01% 1828
2018
Q4 		$1.03K Hold
4
– – ﹤0.01% 1642
2018
Q3 		$1.23K Hold
4
– – ﹤0.01% 1939
2018
Q2 		$1.31K Buy
+4
New +$1.25K ﹤0.01% 1906

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 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
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Rehmann Capital Advisory Group's UPLD Position: Q3 2019 in Review

Rehmann Capital Advisory Group held its Upland Software (UPLD) position steady in Q3 2019 at 4 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Rehmann Capital Advisory Group first reported a position in UPLD in Q2 2018 and has held it in 6 quarters since. The position peaked at $1.73K in Q2 2019. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • Rehmann Capital Advisory Group held 4 shares of Upland Software worth $1.32K as of Q3 2019.
  • Rehmann Capital Advisory Group left its Upland Software share count unchanged in Q3 2019.
  • Upland Software made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1504 holding.
  • Rehmann Capital Advisory Group first reported a position in Upland Software in Q2 2018 and has held it in 6 quarters since.
  • Rehmann Capital Advisory Group's Upland Software position peaked at $1.73K in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.