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CCM
Century Capital Management’s
Upbound Group
UPBD
Stock Holding History
Century Capital Management’s Portfolio
UPBD Stock Details
UPBD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q4
–
Sell
-70,273
Closed
-$888K
–
205
2016
Q3
$888K
Hold
70,273
–
–
0.11%
194
2016
Q2
$863K
Hold
70,273
–
–
0.1%
196
2016
Q1
$1.11M
Hold
70,273
–
–
0.12%
189
2015
Q4
$1.05M
Hold
70,273
–
–
0.06%
203
2015
Q3
$1.7M
Buy
70,273
+62,969
+862%
+$1.69M
0.1%
194
2015
Q2
$207K
Buy
+7,304
New
+$219K
0.01%
205
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$6.9T AUM
27.45%
1-Year Est. Return
BFA
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18.13%
1-Year Est. Return
FCM
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$9.73B AUM
55.65%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
EC
Engaged Capital
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$303M AUM
2.09%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
BIP
Brandes Investment Partners
La Jolla, California
$14.1B AUM
25.52%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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