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Haberer Registered Investment Advisor’s Upbound Group UPBD Stock Holding History

Haberer Registered Investment Advisor’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 		– Sell
-1,245
Closed -$36K – 419
2014
Q2 		$36K Buy
1,245
+290
+30% +$8.2K 0.02% 186
2014
Q1 		$25K Buy
955
+680
+247% +$18.4K 0.01% 208
2013
Q4 		$9K Hold
275
– – ﹤0.01% 276
2013
Q3 		$10K Hold
275
– – ﹤0.01% 292
2013
Q2 		$10K Buy
+275
New +$9.96K ﹤0.01% 336

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
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
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
LSV Asset Management
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

Haberer Registered Investment Advisor's UPBD Position: Q3 2014 in Review

Haberer Registered Investment Advisor sold out of Upbound Group (UPBD) in Q3 2014, closing a stake of 1,245 shares — an estimated $36K sold.

Haberer Registered Investment Advisor first reported a position in UPBD in Q2 2013 and held it in 5 quarters. The position peaked at $36K in Q2 2014. 186 funds tracked by Wall St. Rank hold UPBD as of Q3 2014.

  • Haberer Registered Investment Advisor reported no remaining Upbound Group position as of Q3 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 1,245 Upbound Group shares in Q3 2014, an estimated $36K.
  • Haberer Registered Investment Advisor first reported a position in Upbound Group in Q2 2013 and held it in 5 quarters.
  • Haberer Registered Investment Advisor's Upbound Group position peaked at $36K in Q2 2014.
  • 186 funds tracked by Wall St. Rank held Upbound Group as of Q3 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q3 2014, filed 7 Oct 2014.