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Global X Management Company’s Upbound Group UPBD Stock Holding History

Global X Management Company’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
2015
Q4 		– Sell
-464
Closed -$11K – 959
2015
Q3 		$11K Buy
464
+37
+9% +$994 ﹤0.01% 601
2015
Q2 		$12K Sell
427
-290
-40% -$8.7K ﹤0.01% 582
2015
Q1 		$20K Buy
+717
New +$21.8K ﹤0.01% 482

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Global X Management Company's UPBD Position: Q4 2015 in Review

Global X Management Company sold out of Upbound Group (UPBD) in Q4 2015, closing a stake of 464 shares — an estimated $11K sold.

Global X Management Company first reported a position in UPBD in Q1 2015 and held it in 3 quarters. The position peaked at $20K in Q1 2015. 205 funds tracked by Wall St. Rank hold UPBD as of Q4 2015.

  • Global X Management Company reported no remaining Upbound Group position as of Q4 2015 after selling out during the quarter.
  • Global X Management Company sold 464 Upbound Group shares in Q4 2015, an estimated $11K.
  • Global X Management Company first reported a position in Upbound Group in Q1 2015 and held it in 3 quarters.
  • Global X Management Company's Upbound Group position peaked at $20K in Q1 2015.
  • 205 funds tracked by Wall St. Rank held Upbound Group as of Q4 2015.

Based on Global X Management Company's 13F filing for Q4 2015, filed 11 Feb 2016.