Ground Swell Capital’s Upbound Group UPBD Stock Holding History

Ground Swell Capital’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 Q3	$1K	Buy	+25	New	+$672	﹤0.01%	2209

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ground Swell Capital's UPBD Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Upbound Group (UPBD) in Q3 2014: 25 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2209 among its holdings.

186 funds tracked by Wall St. Rank hold UPBD as of Q3 2014.

Ground Swell Capital held 25 shares of Upbound Group worth $1K as of Q3 2014.
Upbound Group was a new Ground Swell Capital position in Q3 2014.
Upbound Group made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2209 holding.
186 funds tracked by Wall St. Rank held Upbound Group as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.