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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisors Preferred's UPBD Position: Q3 2019 in Review

Advisors Preferred sold out of Upbound Group (UPBD) in Q3 2019, closing a stake of 1,452 shares — an estimated $39K sold.

Advisors Preferred first reported a position in UPBD in Q4 2013 and held it in 7 quarters. The position peaked at $113K in Q1 2019. 223 funds tracked by Wall St. Rank hold UPBD as of Q3 2019.

Advisors Preferred reported no remaining Upbound Group position as of Q3 2019 after selling out during the quarter.
Advisors Preferred sold 1,452 Upbound Group shares in Q3 2019, an estimated $39K.
Advisors Preferred first reported a position in Upbound Group in Q4 2013 and held it in 7 quarters.
Advisors Preferred's Upbound Group position peaked at $113K in Q1 2019.
223 funds tracked by Wall St. Rank held Upbound Group as of Q3 2019.

Based on Advisors Preferred's 13F filing for Q3 2019, filed 12 Nov 2019.