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Cascade Investment Advisors’s Upbound Group UPBD Stock Holding History

Cascade Investment 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
2016
Q2 		$717K Buy
+58,400
New +$786K 0.69% 64

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cascade Investment Advisors's UPBD Position: Q2 2016 in Review

Cascade Investment Advisors opened a new position in Upbound Group (UPBD) in Q2 2016: 58,400 shares worth $717K. The stake represents 0.69% of the portfolio and ranks #64 among its holdings.

201 funds tracked by Wall St. Rank hold UPBD as of Q2 2016.

  • Cascade Investment Advisors held 58,400 shares of Upbound Group worth $717K as of Q2 2016.
  • Upbound Group was a new Cascade Investment Advisors position in Q2 2016.
  • Upbound Group made up 0.69% of Cascade Investment Advisors's portfolio in Q2 2016, its #64 holding.
  • 201 funds tracked by Wall St. Rank held Upbound Group as of Q2 2016.

Based on Cascade Investment Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.