UPA
MKTO

Union Point Advisors’s MARKETO INC COM STK (DE) MKTO Stock Holding History

Union Point Advisors’s Portfolio MKTO Stock Details MKTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-45,672
Closed -$1.33M – 45
2014
Q2 		$1.33M Buy
+45,672
New +$1.24M 0.55% 30

Other funds holding MKTO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MXM
Mayfield XIII Management Menlo Park, California $39.6M AUM
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

Union Point Advisors's MKTO Position: Q3 2014 in Review

Union Point Advisors sold out of MARKETO INC COM STK (DE) (MKTO) in Q3 2014, closing a stake of 45,672 shares — an estimated $1.33M sold.

Union Point Advisors first reported a position in MKTO in Q2 2014 and held it in 1 quarter. The position peaked at $1.33M in Q2 2014. 113 funds tracked by Wall St. Rank hold MKTO as of Q3 2014.

  • Union Point Advisors reported no remaining MARKETO INC COM STK (DE) position as of Q3 2014 after selling out during the quarter.
  • Union Point Advisors sold 45,672 MARKETO INC COM STK (DE) shares in Q3 2014, an estimated $1.33M.
  • Union Point Advisors first reported a position in MARKETO INC COM STK (DE) in Q2 2014 and held it in 1 quarter.
  • Union Point Advisors's MARKETO INC COM STK (DE) position peaked at $1.33M in Q2 2014.
  • 113 funds tracked by Wall St. Rank held MARKETO INC COM STK (DE) as of Q3 2014.

Based on Union Point Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.