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Checchi Capital Advisers’s Upbound Group UPBD Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-197
Closed -$2K – 1166
2016
Q2 		$2K Hold
197
– – ﹤0.01% 1522
2016
Q1 		$3K Buy
+197
New +$2.63K ﹤0.01% 1493

Other funds holding UPBD

Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Checchi Capital Advisers's UPBD Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Upbound Group (UPBD) in Q3 2016, closing a stake of 197 shares — an estimated $2K sold.

Checchi Capital Advisers first reported a position in UPBD in Q1 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2016. 184 funds tracked by Wall St. Rank hold UPBD as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Upbound Group position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 197 Upbound Group shares in Q3 2016, an estimated $2K.
  • Checchi Capital Advisers first reported a position in Upbound Group in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Upbound Group position peaked at $3K in Q1 2016.
  • 184 funds tracked by Wall St. Rank held Upbound Group as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.