FNBT
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FineMark National Bank & Trust’s Upbound Group UPBD Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-417
Closed -$14K – 1481
2013
Q4 		$14K Buy
417
+16
+4% +$554 ﹤0.01% 942
2013
Q3 		$15K Hold
401
– – ﹤0.01% 892
2013
Q2 		$15K Buy
+401
New +$14.5K ﹤0.01% 870

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FineMark National Bank & Trust's UPBD Position: Q1 2014 in Review

FineMark National Bank & Trust sold out of Upbound Group (UPBD) in Q1 2014, closing a stake of 417 shares — an estimated $14K sold.

FineMark National Bank & Trust first reported a position in UPBD in Q2 2013 and held it in 3 quarters. The position peaked at $15K in Q3 2013. 183 funds tracked by Wall St. Rank hold UPBD as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining Upbound Group position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 417 Upbound Group shares in Q1 2014, an estimated $14K.
  • FineMark National Bank & Trust first reported a position in Upbound Group in Q2 2013 and held it in 3 quarters.
  • FineMark National Bank & Trust's Upbound Group position peaked at $15K in Q3 2013.
  • 183 funds tracked by Wall St. Rank held Upbound Group as of Q1 2014.

Based on FineMark National Bank & Trust's 13F filing for Q1 2014, filed 13 May 2014.