WP
UPL

WealthPLAN Partners’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-75
Closed -$132 – 1104
2016
Q2 		$132 Buy
+75
New +$34 ﹤0.01% 2425
2015
Q4 		$0 Buy
+150
New +$698 ﹤0.01% 1752
2015
Q2 		$1K Buy
+75
New +$1.14K ﹤0.01% 417

Other funds holding UPL

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

WealthPLAN Partners's UPL Position: Q3 2016 in Review

WealthPLAN Partners sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2016, closing a stake of 75 shares — an estimated $132 sold.

WealthPLAN Partners first reported a position in UPL in Q2 2015 and held it in 3 quarters. The position peaked at $1K in Q2 2015. 9 funds tracked by Wall St. Rank hold UPL as of Q3 2016.

  • WealthPLAN Partners reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 75 Ultra Petroleum Corp. Common Stock shares in Q3 2016, an estimated $132.
  • WealthPLAN Partners first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2015 and held it in 3 quarters.
  • WealthPLAN Partners's Ultra Petroleum Corp. Common Stock position peaked at $1K in Q2 2015.
  • 9 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.