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Cypress Wealth Advisors’s Upbound Group UPBD Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-10,334
Closed -$92K – 175
2017
Q1 		$92K Buy
+10,334
New +$94K 0.04% 212

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cypress Wealth Advisors's UPBD Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Upbound Group (UPBD) in Q2 2017, closing a stake of 10,334 shares — an estimated $92K sold.

Cypress Wealth Advisors first reported a position in UPBD in Q1 2017 and held it in 1 quarter. The position peaked at $92K in Q1 2017. 176 funds tracked by Wall St. Rank hold UPBD as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Upbound Group position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 10,334 Upbound Group shares in Q2 2017, an estimated $92K.
  • Cypress Wealth Advisors first reported a position in Upbound Group in Q1 2017 and held it in 1 quarter.
  • Cypress Wealth Advisors's Upbound Group position peaked at $92K in Q1 2017.
  • 176 funds tracked by Wall St. Rank held Upbound Group as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.