SNT
UPL

Security National Trust’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Security National Trust’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
2016
Q2 		– Sell
-600
Closed – – 471
2016
Q1 		$0 Buy
+600
New +$709 ﹤0.01% 491

Other funds holding UPL

Disciplined Growth Investors
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $2.09B AUM 39.34% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Security National Trust's UPL Position: Q2 2016 in Review

Security National Trust sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q2 2016, closing a stake of 600 shares.

Security National Trust first reported a position in UPL in Q1 2016 and held it in 1 quarter. The position peaked at $0 in Q1 2016. 22 funds tracked by Wall St. Rank hold UPL as of Q2 2016.

  • Security National Trust reported no remaining Ultra Petroleum Corp. Common Stock position as of Q2 2016 after selling out during the quarter.
  • Security National Trust sold 600 Ultra Petroleum Corp. Common Stock shares in Q2 2016.
  • Security National Trust first reported a position in Ultra Petroleum Corp. Common Stock in Q1 2016 and held it in 1 quarter.
  • Security National Trust's Ultra Petroleum Corp. Common Stock position peaked at $0 in Q1 2016.
  • 22 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q2 2016.

Based on Security National Trust's 13F filing for Q2 2016, filed 22 Jul 2016.