Banyan Partners’s Upbound Group UPBD Stock Holding History

Banyan 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
2014 Q1	–	Sell	-61,196	Closed	-$2.04M	–	428
2013 Q4	$2.04M	Sell	61,196 -12,532	-17%	-$434K	0.14%	157
2013 Q3	$2.81M	Buy	73,728 +15,506	+27%	+$598K	0.25%	96
2013 Q2	$2.19M	Buy	+58,222	New	+$2.11M	0.43%	71

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Banyan Partners's UPBD Position: Q1 2014 in Review

Banyan Partners sold out of Upbound Group (UPBD) in Q1 2014, closing a stake of 61,196 shares — an estimated $2.04M sold.

Banyan Partners first reported a position in UPBD in Q2 2013 and held it in 3 quarters. The position peaked at $2.81M in Q3 2013. 183 funds tracked by Wall St. Rank hold UPBD as of Q1 2014.

Banyan Partners reported no remaining Upbound Group position as of Q1 2014 after selling out during the quarter.
Banyan Partners sold 61,196 Upbound Group shares in Q1 2014, an estimated $2.04M.
Banyan Partners first reported a position in Upbound Group in Q2 2013 and held it in 3 quarters.
Banyan Partners's Upbound Group position peaked at $2.81M in Q3 2013.
183 funds tracked by Wall St. Rank held Upbound Group as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.