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Archford Capital Strategies’s Upbound Group UPBD Stock Holding History

Archford Capital Strategies’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
2014
Q3 		– Sell
-253
Closed -$7.25K – 816
2014
Q2 		$7.25K Hold
253
– – 0.01% 464
2014
Q1 		$6.73K Buy
+253
New +$6.85K 0.01% 491

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Archford Capital Strategies's UPBD Position: Q3 2014 in Review

Archford Capital Strategies sold out of Upbound Group (UPBD) in Q3 2014, closing a stake of 253 shares — an estimated $7.25K sold.

Archford Capital Strategies first reported a position in UPBD in Q1 2014 and held it in 2 quarters. The position peaked at $7.25K in Q2 2014. 186 funds tracked by Wall St. Rank hold UPBD as of Q3 2014.

  • Archford Capital Strategies reported no remaining Upbound Group position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 253 Upbound Group shares in Q3 2014, an estimated $7.25K.
  • Archford Capital Strategies first reported a position in Upbound Group in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's Upbound Group position peaked at $7.25K in Q2 2014.
  • 186 funds tracked by Wall St. Rank held Upbound Group as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.