WA
UPL

Wambolt & Associates’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Wambolt & Associates’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
-60,000
Closed -$11K – 168
2019
Q2 		$11K Hold
60,000
– – 0.01% 159
2019
Q1 		$35K Buy
+60,000
New +$43.7K 0.03% 150

Other funds holding UPL

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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 $8.81B AUM 22.47% 1-Year Est. Return

Wambolt & Associates's UPL Position: Q3 2019 in Review

Wambolt & Associates sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2019, closing a stake of 60,000 shares — an estimated $11K sold.

Wambolt & Associates first reported a position in UPL in Q1 2019 and held it in 2 quarters. The position peaked at $35K in Q1 2019. 17 funds tracked by Wall St. Rank hold UPL as of Q3 2019.

  • Wambolt & Associates reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Wambolt & Associates sold 60,000 Ultra Petroleum Corp. Common Stock shares in Q3 2019, an estimated $11K.
  • Wambolt & Associates first reported a position in Ultra Petroleum Corp. Common Stock in Q1 2019 and held it in 2 quarters.
  • Wambolt & Associates's Ultra Petroleum Corp. Common Stock position peaked at $35K in Q1 2019.
  • 17 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2019.

Based on Wambolt & Associates's 13F filing for Q3 2019, filed 15 Oct 2019.