Bank of Nova Scotia
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Bank of Nova Scotia’s Upbound Group UPBD Stock Holding History

Bank of Nova Scotia’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
2018
Q1 		– Sell
-80,189
Closed -$890K – 1001
2017
Q4 		$890K Buy
+80,189
New +$878K ﹤0.01% 773
2016
Q3 		– Sell
-175,375
Closed -$2.15M – 772
2016
Q2 		$2.15M Buy
+175,375
New +$2.36M 0.01% 279

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bank of Nova Scotia's UPBD Position: Q1 2018 in Review

Bank of Nova Scotia sold out of Upbound Group (UPBD) in Q1 2018, closing a stake of 80,189 shares — an estimated $890K sold.

Bank of Nova Scotia first reported a position in UPBD in Q2 2016 and held it in 2 quarters. The position peaked at $2.15M in Q2 2016. 182 funds tracked by Wall St. Rank hold UPBD as of Q1 2018.

  • Bank of Nova Scotia reported no remaining Upbound Group position as of Q1 2018 after selling out during the quarter.
  • Bank of Nova Scotia sold 80,189 Upbound Group shares in Q1 2018, an estimated $890K.
  • Bank of Nova Scotia first reported a position in Upbound Group in Q2 2016 and held it in 2 quarters.
  • Bank of Nova Scotia's Upbound Group position peaked at $2.15M in Q2 2016.
  • 182 funds tracked by Wall St. Rank held Upbound Group as of Q1 2018.

Based on Bank of Nova Scotia's 13F filing for Q1 2018, filed 15 May 2018.