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WMS Partners’s Upland Software UPLD Stock Holding History

WMS Partners’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,740
Closed -$120K – 222
2016
Q1 		$120K Sell
1,740
-200
-10% -$13.5K 0.02% 192
2015
Q4 		$137K Sell
1,940
-215
-10% -$16.2K 0.02% 196
2015
Q3 		$170K Buy
+2,155
New +$174K 0.03% 197

Other funds holding UPLD

SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EM
Emancipation Management New York $22.4M AUM 18.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

WMS Partners's UPLD Position: Q2 2016 in Review

WMS Partners sold out of Upland Software (UPLD) in Q2 2016, closing a stake of 1,740 shares — an estimated $120K sold.

WMS Partners first reported a position in UPLD in Q3 2015 and held it in 3 quarters. The position peaked at $170K in Q3 2015. 24 funds tracked by Wall St. Rank hold UPLD as of Q2 2016.

  • WMS Partners reported no remaining Upland Software position as of Q2 2016 after selling out during the quarter.
  • WMS Partners sold 1,740 Upland Software shares in Q2 2016, an estimated $120K.
  • WMS Partners first reported a position in Upland Software in Q3 2015 and held it in 3 quarters.
  • WMS Partners's Upland Software position peaked at $170K in Q3 2015.
  • 24 funds tracked by Wall St. Rank held Upland Software as of Q2 2016.

Based on WMS Partners's 13F filing for Q2 2016, filed 10 Aug 2016.