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Ausdal Financial Partners’s Upbound Group UPBD Stock Holding History

Ausdal Financial Partners’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
2016
Q1 		– Sell
-50
Closed -$1K – 978
2015
Q4 		$1K Buy
+50
New +$955 ﹤0.01% 1274

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BFA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIP
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ausdal Financial Partners's UPBD Position: Q1 2016 in Review

Ausdal Financial Partners sold out of Upbound Group (UPBD) in Q1 2016, closing a stake of 50 shares — an estimated $1K sold.

Ausdal Financial Partners first reported a position in UPBD in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 190 funds tracked by Wall St. Rank hold UPBD as of Q1 2016.

  • Ausdal Financial Partners reported no remaining Upbound Group position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 50 Upbound Group shares in Q1 2016, an estimated $1K.
  • Ausdal Financial Partners first reported a position in Upbound Group in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's Upbound Group position peaked at $1K in Q4 2015.
  • 190 funds tracked by Wall St. Rank held Upbound Group as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.