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Integrated Wealth Management (Palm Desert)’s Upbound Group UPBD Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q3 		– Sell
-35
Closed -$1K – 1384
2015
Q2 		$1K Buy
+35
New +$1.05K ﹤0.01% 1281

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HCM
Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s UPBD Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Upbound Group (UPBD) in Q3 2015, closing a stake of 35 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in UPBD in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 214 funds tracked by Wall St. Rank hold UPBD as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Upbound Group position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 35 Upbound Group shares in Q3 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Upbound Group in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Upbound Group position peaked at $1K in Q2 2015.
  • 214 funds tracked by Wall St. Rank held Upbound Group as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.