WAM
UPL

Wealthspire Advisors (Maryland)’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-80
Closed – – 1906
2015
Q4 		$0 Buy
+80
New +$372 ﹤0.01% 1805

Other funds holding UPL

Invesco
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DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UPL Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q1 2016, closing a stake of 80 shares.

Wealthspire Advisors (Maryland) first reported a position in UPL in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 141 funds tracked by Wall St. Rank hold UPL as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Ultra Petroleum Corp. Common Stock position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 80 Ultra Petroleum Corp. Common Stock shares in Q1 2016.
  • Wealthspire Advisors (Maryland) first reported a position in Ultra Petroleum Corp. Common Stock in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Ultra Petroleum Corp. Common Stock position peaked at $0 in Q4 2015.
  • 141 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.