SIA
UPM

Sit Investment Associates’s UPM-KYMMRME ADR (REPR ORD SHS) UPM Stock Holding History

Sit Investment Associates’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
2018
Q1 		– Sell
-152
Closed -$5K – 615
2017
Q4 		$5K Hold
152
– – ﹤0.01% 578
2017
Q3 		$4K Hold
152
– – ﹤0.01% 609
2017
Q2 		$4K Buy
+152
New +$4K ﹤0.01% 591

Other funds holding UPM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Sit Investment Associates's UPM Position: Q1 2018 in Review

Sit Investment Associates sold out of UPM-KYMMRME ADR (REPR ORD SHS) (UPM) in Q1 2018, closing a stake of 152 shares — an estimated $5K sold.

Sit Investment Associates first reported a position in UPM in Q2 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 8 funds tracked by Wall St. Rank hold UPM as of Q1 2018.

  • Sit Investment Associates reported no remaining UPM-KYMMRME ADR (REPR ORD SHS) position as of Q1 2018 after selling out during the quarter.
  • Sit Investment Associates sold 152 UPM-KYMMRME ADR (REPR ORD SHS) shares in Q1 2018, an estimated $5K.
  • Sit Investment Associates first reported a position in UPM-KYMMRME ADR (REPR ORD SHS) in Q2 2017 and held it in 3 quarters.
  • Sit Investment Associates's UPM-KYMMRME ADR (REPR ORD SHS) position peaked at $5K in Q4 2017.
  • 8 funds tracked by Wall St. Rank held UPM-KYMMRME ADR (REPR ORD SHS) as of Q1 2018.

Based on Sit Investment Associates's 13F filing for Q1 2018, filed 20 Apr 2018.