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Coe Capital Management’s Upbound Group UPBD Stock Holding History

Coe Capital Management’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
Q4 		– Sell
-155,575
Closed -$4.72M – 277
2014
Q3 		$4.72M Buy
+155,575
New +$4.18M 1.75% 8

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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 $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Coe Capital Management's UPBD Position: Q4 2014 in Review

Coe Capital Management sold out of Upbound Group (UPBD) in Q4 2014, closing a stake of 155,575 shares — an estimated $4.72M sold.

Coe Capital Management first reported a position in UPBD in Q3 2014 and held it in 1 quarter. The position peaked at $4.72M in Q3 2014. 192 funds tracked by Wall St. Rank hold UPBD as of Q4 2014.

  • Coe Capital Management reported no remaining Upbound Group position as of Q4 2014 after selling out during the quarter.
  • Coe Capital Management sold 155,575 Upbound Group shares in Q4 2014, an estimated $4.72M.
  • Coe Capital Management first reported a position in Upbound Group in Q3 2014 and held it in 1 quarter.
  • Coe Capital Management's Upbound Group position peaked at $4.72M in Q3 2014.
  • 192 funds tracked by Wall St. Rank held Upbound Group as of Q4 2014.

Based on Coe Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.