MAA
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Managed Account Advisors’s Upbound Group UPBD Stock Holding History

Managed Account 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
2015
Q2 		$616K Sell
21,758
-31,247
-59% -$938K ﹤0.01% 2254
2015
Q1 		$1.45M Buy
53,005
+197
+0.4% +$6K ﹤0.01% 1992
2014
Q4 		$1.92M Buy
+52,808
New +$1.7M ﹤0.01% 1834
2014
Q2 		– Sell
-492
Closed -$13K – 2669
2014
Q1 		$13K Sell
492
-107,912
-100% -$2.92M ﹤0.01% 2524
2013
Q4 		$3.61M Sell
108,404
-8,927
-8% -$309K ﹤0.01% 1458
2013
Q3 		$4.47M Sell
117,331
-9,548
-8% -$368K 0.01% 1290
2013
Q2 		$4.76M Buy
+126,879
New +$4.6M 0.01% 1212

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return