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Mesirow Financial Investment Management - Fixed Income’s Upbound Group UPBD Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2013
Q4 		– Sell
-25,664
Closed -$978K – 200
2013
Q3 		$978K Sell
25,664
-359
-1% -$13.8K 0.28% 100
2013
Q2 		$977K Buy
+26,023
New +$943K 0.29% 110

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BFA
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LCP
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BIT
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Mesirow Financial Investment Management - Fixed Income's UPBD Position: Q4 2013 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Upbound Group (UPBD) in Q4 2013, closing a stake of 25,664 shares — an estimated $978K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in UPBD in Q2 2013 and held it in 2 quarters. The position peaked at $978K in Q3 2013. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2013.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining Upbound Group position as of Q4 2013 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 25,664 Upbound Group shares in Q4 2013, an estimated $978K.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in Upbound Group in Q2 2013 and held it in 2 quarters.
  • Mesirow Financial Investment Management - Fixed Income's Upbound Group position peaked at $978K in Q3 2013.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2013.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q4 2013, filed 22 Jan 2014.