WIM
UPG

Wilen Investment Management’s UNIVERSAL POWER GROUP INC COM UPG Stock Holding History

Wilen Investment Management’s Portfolio UPG Stock Details UPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-404,087
Closed -$485K – 70
2016
Q2 		$485K Sell
404,087
-5,100
-1% -$6.12K 0.32% 44
2016
Q1 		$450K Sell
409,187
-1,600
-0.4% -$1.76K 0.31% 44
2015
Q4 		$513K Sell
410,787
-82,800
-17% -$103K 0.37% 41
2015
Q3 		$691K Buy
493,587
+21,100
+4% +$29.5K 0.49% 38
2015
Q2 		$827K Buy
472,487
+19,700
+4% +$34.5K 0.56% 38
2015
Q1 		$815K Sell
452,787
-3,300
-0.7% -$5.94K 0.56% 38
2014
Q4 		$821K Sell
456,087
-700
-0.2% -$1.26K 0.54% 38
2014
Q3 		$731K Hold
456,787
– – 0.46% 41
2014
Q2 		$640K Sell
456,787
-7,100
-2% -$9.95K 0.38% 44
2014
Q1 		$603K Hold
463,887
– – 0.35% 45
2013
Q4 		$557K Sell
463,887
-20,335
-4% -$30.2K 0.36% 43
2013
Q3 		$775K Sell
484,222
-23,400
-5% -$39.5K 0.52% 36
2013
Q2 		$609K Buy
+507,622
New +$845K 0.45% 43

Wilen Investment Management's UPG Position: Q3 2016 in Review

Wilen Investment Management sold out of UNIVERSAL POWER GROUP INC COM (UPG) in Q3 2016, closing a stake of 404,087 shares — an estimated $485K sold.

Wilen Investment Management first reported a position in UPG in Q2 2013 and held it in 13 quarters. The position peaked at $827K in Q2 2015. 0 funds tracked by Wall St. Rank hold UPG as of Q3 2016.

  • Wilen Investment Management reported no remaining UNIVERSAL POWER GROUP INC COM position as of Q3 2016 after selling out during the quarter.
  • Wilen Investment Management sold 404,087 UNIVERSAL POWER GROUP INC COM shares in Q3 2016, an estimated $485K.
  • Wilen Investment Management first reported a position in UNIVERSAL POWER GROUP INC COM in Q2 2013 and held it in 13 quarters.
  • Wilen Investment Management's UNIVERSAL POWER GROUP INC COM position peaked at $827K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held UNIVERSAL POWER GROUP INC COM as of Q3 2016.

Based on Wilen Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.