Boston Private Bank & Trust’s Upbound Group UPBD Stock Holding History

Boston Private Bank & Trust’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 Q1	$10K	Sell	375 -50	-12%	-$1.52K	﹤0.01%	827
2014 Q4	$15K	Hold	425	–	–	﹤0.01%	795
2014 Q3	$13K	Hold	425	–	–	﹤0.01%	833
2014 Q2	$12K	Buy	425 +120	+39%	+$3.39K	﹤0.01%	801
2014 Q1	$8K	Sell	305 -438	-59%	-$11.9K	﹤0.01%	881
2013 Q4	$25K	Buy	743 +505	+212%	+$17.5K	﹤0.01%	705
2013 Q3	$9K	Buy	238 +100	+72%	+$3.85K	﹤0.01%	819
2013 Q2	$5K	Buy	+138	New	+$5K	﹤0.01%	852

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BFA

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

HCM

Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return

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

BIT

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

Boston Private Bank & Trust's UPBD Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Upbound Group (UPBD) stake by 12% in Q1 2015, selling an estimated $1.52K and leaving 375 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Boston Private Bank & Trust first reported a position in UPBD in Q2 2013 and has held it in 8 quarters since. The position peaked at $25K in Q4 2013. 188 funds tracked by Wall St. Rank hold UPBD as of Q1 2015.

Boston Private Bank & Trust held 375 shares of Upbound Group worth $10K as of Q1 2015.
Boston Private Bank & Trust sold 50 Upbound Group shares in Q1 2015, an estimated $1.52K.
Upbound Group made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #827 holding.
Boston Private Bank & Trust first reported a position in Upbound Group in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Upbound Group position peaked at $25K in Q4 2013.
188 funds tracked by Wall St. Rank held Upbound Group as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.