SS
UPL

Simplicity Solutions’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Simplicity Solutions’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
-67,686
Closed -$12K – 791
2019
Q2 		$12K Buy
67,686
+36,877
+120% +$15.8K ﹤0.01% 654
2019
Q1 		$19K Sell
30,809
-4,374
-12% -$3.19K ﹤0.01% 742
2018
Q4 		$27K Sell
35,183
-2,590
-7% -$3.27K ﹤0.01% 605
2018
Q3 		$42K Buy
+37,773
New +$56K ﹤0.01% 549

Other funds holding UPL

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Simplicity Solutions's UPL Position: Q3 2019 in Review

Simplicity Solutions sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2019, closing a stake of 67,686 shares — an estimated $12K sold.

Simplicity Solutions first reported a position in UPL in Q3 2018 and held it in 4 quarters. The position peaked at $42K in Q3 2018. 17 funds tracked by Wall St. Rank hold UPL as of Q3 2019.

  • Simplicity Solutions reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Simplicity Solutions sold 67,686 Ultra Petroleum Corp. Common Stock shares in Q3 2019, an estimated $12K.
  • Simplicity Solutions first reported a position in Ultra Petroleum Corp. Common Stock in Q3 2018 and held it in 4 quarters.
  • Simplicity Solutions's Ultra Petroleum Corp. Common Stock position peaked at $42K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2019.

Based on Simplicity Solutions's 13F filing for Q3 2019, filed 7 Nov 2019.