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Catalyst Capital Advisors’s Upbound Group UPBD Stock Holding History

Catalyst Capital 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
2014
Q2 		– Sell
-3,100
Closed -$82K – 422
2014
Q1 		$82K Buy
+3,100
New +$84K 0.02% 280

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
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
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Catalyst Capital Advisors's UPBD Position: Q2 2014 in Review

Catalyst Capital Advisors sold out of Upbound Group (UPBD) in Q2 2014, closing a stake of 3,100 shares — an estimated $82K sold.

Catalyst Capital Advisors first reported a position in UPBD in Q1 2014 and held it in 1 quarter. The position peaked at $82K in Q1 2014. 186 funds tracked by Wall St. Rank hold UPBD as of Q2 2014.

  • Catalyst Capital Advisors reported no remaining Upbound Group position as of Q2 2014 after selling out during the quarter.
  • Catalyst Capital Advisors sold 3,100 Upbound Group shares in Q2 2014, an estimated $82K.
  • Catalyst Capital Advisors first reported a position in Upbound Group in Q1 2014 and held it in 1 quarter.
  • Catalyst Capital Advisors's Upbound Group position peaked at $82K in Q1 2014.
  • 186 funds tracked by Wall St. Rank held Upbound Group as of Q2 2014.

Based on Catalyst Capital Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.