Haber Trilix Advisors’s Upbound Group UPBD Stock Holding History

Haber Trilix 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
2013 Q2	$214K	Buy	+5,700	New	+$206K	0.03%	111

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Haber Trilix Advisors's UPBD Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Upbound Group (UPBD) in Q2 2013: 5,700 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #111 among its holdings.

196 funds tracked by Wall St. Rank hold UPBD as of Q2 2013.

Haber Trilix Advisors held 5,700 shares of Upbound Group worth $214K as of Q2 2013.
Upbound Group was a new Haber Trilix Advisors position in Q2 2013.
Upbound Group made up 0.03% of Haber Trilix Advisors's portfolio in Q2 2013, its #111 holding.
196 funds tracked by Wall St. Rank held Upbound Group as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.