WCBA
UPM

Weaver C. Barksdale & Associates’s UPM-KYMMRME ADR (REPR ORD SHS) UPM Stock Holding History

Weaver C. Barksdale & 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
2015
Q2 		– Sell
-59
Closed -$1K – 582
2015
Q1 		$1K Hold
59
– – ﹤0.01% 529
2014
Q4 		$1K Hold
59
– – ﹤0.01% 529
2014
Q3 		$1K Hold
59
– – ﹤0.01% 527
2014
Q2 		$1K Buy
+59
New +$1K ﹤0.01% 532

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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Weaver C. Barksdale & Associates's UPM Position: Q2 2015 in Review

Weaver C. Barksdale & Associates sold out of UPM-KYMMRME ADR (REPR ORD SHS) (UPM) in Q2 2015, closing a stake of 59 shares — an estimated $1K sold.

Weaver C. Barksdale & Associates first reported a position in UPM in Q2 2014 and held it in 4 quarters. The position peaked at $1K in Q1 2015. 7 funds tracked by Wall St. Rank hold UPM as of Q2 2015.

  • Weaver C. Barksdale & Associates reported no remaining UPM-KYMMRME ADR (REPR ORD SHS) position as of Q2 2015 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 59 UPM-KYMMRME ADR (REPR ORD SHS) shares in Q2 2015, an estimated $1K.
  • Weaver C. Barksdale & Associates first reported a position in UPM-KYMMRME ADR (REPR ORD SHS) in Q2 2014 and held it in 4 quarters.
  • Weaver C. Barksdale & Associates's UPM-KYMMRME ADR (REPR ORD SHS) position peaked at $1K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held UPM-KYMMRME ADR (REPR ORD SHS) as of Q2 2015.

Based on Weaver C. Barksdale & Associates's 13F filing for Q2 2015, filed 17 Jul 2015.