Boston Advisors’s Upbound Group UPBD Stock Holding History

Boston Advisors’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
2015 Q4	–	Sell	-144,523	Closed	-$3.5M	–	741
2015 Q3	$3.5M	Buy	+144,523	New	+$3.88M	0.13%	208

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BFA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BIT

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Advisors's UPBD Position: Q4 2015 in Review

Boston Advisors sold out of Upbound Group (UPBD) in Q4 2015, closing a stake of 144,523 shares — an estimated $3.5M sold.

Boston Advisors first reported a position in UPBD in Q3 2015 and held it in 1 quarter. The position peaked at $3.5M in Q3 2015. 205 funds tracked by Wall St. Rank hold UPBD as of Q4 2015.

Boston Advisors reported no remaining Upbound Group position as of Q4 2015 after selling out during the quarter.
Boston Advisors sold 144,523 Upbound Group shares in Q4 2015, an estimated $3.5M.
Boston Advisors first reported a position in Upbound Group in Q3 2015 and held it in 1 quarter.
Boston Advisors's Upbound Group position peaked at $3.5M in Q3 2015.
205 funds tracked by Wall St. Rank held Upbound Group as of Q4 2015.

Based on Boston Advisors's 13F filing for Q4 2015, filed 20 Jan 2016.