WA
UPL

WFG Advisors’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

WFG Advisors’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
2017
Q2 		$0 Buy
+7
New +$79 ﹤0.01% 1714
2016
Q2 		– Sell
-4,014
Closed -$2K – 1741
2016
Q1 		$2K Hold
4,014
– – ﹤0.01% 1367
2015
Q4 		$10K Hold
4,014
– – ﹤0.01% 1095
2015
Q3 		$26K Hold
4,014
– – 0.01% 824
2015
Q2 		$50K Sell
4,014
-23
-0.6% -$349 0.01% 729
2015
Q1 		$63K Hold
4,037
– – 0.02% 671
2014
Q4 		$53K Buy
4,037
+1,785
+79% +$36K 0.01% 868
2014
Q3 		$52K Buy
2,252
+23
+1% +$577 0.01% 908
2014
Q2 		$66K Hold
2,229
– – 0.01% 811
2014
Q1 		$60K Sell
2,229
-967
-30% -$23.1K 0.01% 839
2013
Q4 		$69K Buy
3,196
+1,800
+129% +$36.7K 0.01% 882
2013
Q3 		$29K Hold
1,396
– – ﹤0.01% 1125
2013
Q2 		$28K Buy
+1,396
New +$29.9K ﹤0.01% 1093

Other funds holding UPL

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
WAM
Warlander Asset Management New York $111M AUM 8.26% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NM
Nokota Management New York $165M AUM
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

WFG Advisors's UPL Position: Q2 2017 in Review

WFG Advisors opened a new position in Ultra Petroleum Corp. Common Stock (UPL) in Q2 2017: 7 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1714 among its holdings. This is a return to the name: WFG Advisors previously reported a position in UPL as recently as Q1 2016.

WFG Advisors first reported a position in UPL in Q2 2013 and has held it in 13 quarters since. The position peaked at $69K in Q4 2013. 141 funds tracked by Wall St. Rank hold UPL as of Q2 2017.

  • WFG Advisors held 7 shares of Ultra Petroleum Corp. Common Stock worth $0 as of Q2 2017.
  • Ultra Petroleum Corp. Common Stock was a new WFG Advisors position in Q2 2017.
  • Ultra Petroleum Corp. Common Stock made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1714 holding.
  • WFG Advisors first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2013 and has held it in 13 quarters since.
  • WFG Advisors's Ultra Petroleum Corp. Common Stock position peaked at $69K in Q4 2013.
  • 141 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.