FNY Managed Accounts’s Upbound Group UPBD Stock Holding History

FNY Managed Accounts’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	-810	Closed	-$7K	–	610
2017 Q1	$7K	Buy	+810	New	+$7.36K	0.02%	567

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

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 Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FNY Managed Accounts's UPBD Position: Q2 2017 in Review

FNY Managed Accounts sold out of Upbound Group (UPBD) in Q2 2017, closing a stake of 810 shares — an estimated $7K sold.

FNY Managed Accounts first reported a position in UPBD in Q1 2017 and held it in 1 quarter. The position peaked at $7K in Q1 2017. 176 funds tracked by Wall St. Rank hold UPBD as of Q2 2017.

FNY Managed Accounts reported no remaining Upbound Group position as of Q2 2017 after selling out during the quarter.
FNY Managed Accounts sold 810 Upbound Group shares in Q2 2017, an estimated $7K.
FNY Managed Accounts first reported a position in Upbound Group in Q1 2017 and held it in 1 quarter.
FNY Managed Accounts's Upbound Group position peaked at $7K in Q1 2017.
176 funds tracked by Wall St. Rank held Upbound Group as of Q2 2017.

Based on FNY Managed Accounts's 13F filing for Q2 2017, filed 10 Aug 2017.