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Secor Capital Advisors’s Upland Software UPLD Stock Holding History

Secor Capital 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
2018
Q4 		– Sell
-4,448
Closed -$1.44M – 595
2018
Q3 		$1.44M Buy
4,448
+379
+9% +$131K 0.16% 204
2018
Q2 		$1.4M Buy
4,069
+3,225
+382% +$1.01M 0.12% 258
2018
Q1 		$243K Buy
+844
New +$208K 0.02% 456

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Secor Capital Advisors's UPLD Position: Q4 2018 in Review

Secor Capital Advisors sold out of Upland Software (UPLD) in Q4 2018, closing a stake of 4,448 shares — an estimated $1.44M sold.

Secor Capital Advisors first reported a position in UPLD in Q1 2018 and held it in 3 quarters. The position peaked at $1.44M in Q3 2018. 152 funds tracked by Wall St. Rank hold UPLD as of Q4 2018.

  • Secor Capital Advisors reported no remaining Upland Software position as of Q4 2018 after selling out during the quarter.
  • Secor Capital Advisors sold 4,448 Upland Software shares in Q4 2018, an estimated $1.44M.
  • Secor Capital Advisors first reported a position in Upland Software in Q1 2018 and held it in 3 quarters.
  • Secor Capital Advisors's Upland Software position peaked at $1.44M in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Upland Software as of Q4 2018.

Based on Secor Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.