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Mark Sheptoff Financial Planning’s Upbound Group UPBD Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-748
Closed -$20K – 363
2014
Q1 		$20K Buy
+748
New +$20.3K 0.02% 237

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's UPBD Position: Q2 2014 in Review

Mark Sheptoff Financial Planning sold out of Upbound Group (UPBD) in Q2 2014, closing a stake of 748 shares — an estimated $20K sold.

Mark Sheptoff Financial Planning first reported a position in UPBD in Q1 2014 and held it in 1 quarter. The position peaked at $20K in Q1 2014. 186 funds tracked by Wall St. Rank hold UPBD as of Q2 2014.

  • Mark Sheptoff Financial Planning reported no remaining Upbound Group position as of Q2 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 748 Upbound Group shares in Q2 2014, an estimated $20K.
  • Mark Sheptoff Financial Planning first reported a position in Upbound Group in Q1 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Upbound Group position peaked at $20K in Q1 2014.
  • 186 funds tracked by Wall St. Rank held Upbound Group as of Q2 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2014, filed 13 Aug 2014.