HCC
Hirtle Callaghan & Co’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-8,035
| Closed | -$294K | – | 349 |
|
|
2014
Q4 | $294K | Hold |
8,035
| – | – | 0.07% | 157 |
|
|
2014
Q3 | $246K | Hold |
8,035
| – | – | 0.04% | 170 |
|
|
2014
Q2 | $232K | Hold |
8,035
| – | – | 0.03% | 223 |
|
|
2014
Q1 | $214K | Hold |
8,035
| – | – | 0.04% | 230 |
|
|
2013
Q4 | $270K | Hold |
8,035
| – | – | 0.04% | 201 |
|
|
2013
Q3 | $308K | Hold |
8,035
| – | – | 0.05% | 182 |
|
|
2013
Q2 | $303K | Buy |
+8,035
| New | +$303K | 3.51% | 11 |
|