First Foundation Advisors’s Upbound Group UPBD Stock Holding History

First Foundation 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
2018 Q2	–	Sell	-123,620	Closed	-$1.07M	–	350
2018 Q1	$1.07M	Hold	123,620	–	–	0.06%	156
2017 Q4	$1.37M	Buy	123,620 +77,550	+168%	+$849K	0.07%	146
2017 Q3	$529K	Hold	46,070	–	–	0.03%	198
2017 Q2	$540K	Sell	46,070 -89,973	-66%	-$1.02M	0.03%	195
2017 Q1	$1.21M	Buy	+136,043	New	+$1.24M	0.07%	130

Other funds holding UPBD

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Foundation Advisors's UPBD Position: Q2 2018 in Review

First Foundation Advisors sold out of Upbound Group (UPBD) in Q2 2018, closing a stake of 123,620 shares — an estimated $1.07M sold.

First Foundation Advisors first reported a position in UPBD in Q1 2017 and held it in 5 quarters. The position peaked at $1.37M in Q4 2017. 166 funds tracked by Wall St. Rank hold UPBD as of Q2 2018.

First Foundation Advisors reported no remaining Upbound Group position as of Q2 2018 after selling out during the quarter.
First Foundation Advisors sold 123,620 Upbound Group shares in Q2 2018, an estimated $1.07M.
First Foundation Advisors first reported a position in Upbound Group in Q1 2017 and held it in 5 quarters.
First Foundation Advisors's Upbound Group position peaked at $1.37M in Q4 2017.
166 funds tracked by Wall St. Rank held Upbound Group as of Q2 2018.

Based on First Foundation Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.