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Advisors Preferred’s Upbound Group UPBD Stock Holding History

Advisors Preferred’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,452
Closed -$39K – 306
2019
Q2 		$39K Sell
1,452
-3,945
-73% -$93.7K 0.01% 146
2019
Q1 		$113K Buy
+5,397
New +$99.5K 0.04% 120
2017
Q3 		– Sell
-6,427
Closed -$75K – 291
2017
Q2 		$75K Buy
+6,427
New +$72.7K 0.04% 112
2017
Q1 		– Sell
-4,305
Closed -$48K – 270
2016
Q4 		$48K Buy
+4,305
New +$47.9K 0.03% 133
2014
Q3 		– Sell
-154
Closed -$4.42K – 368
2014
Q2 		$4.42K Sell
154
-417
-73% -$11.8K ﹤0.01% 308
2014
Q1 		$15.2K Buy
571
+28
+5% +$759 0.01% 311
2013
Q4 		$18K Buy
+543
New +$18.8K 0.01% 288

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return