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Mosaic Family Wealth’s Upbound Group UPBD Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-49
Closed -$1K – 922
2017
Q3 		$1K Buy
+49
New +$606 ﹤0.01% 890

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return

Mosaic Family Wealth's UPBD Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Upbound Group (UPBD) in Q4 2017, closing a stake of 49 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in UPBD in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 193 funds tracked by Wall St. Rank hold UPBD as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Upbound Group position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 49 Upbound Group shares in Q4 2017, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Upbound Group in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Upbound Group position peaked at $1K in Q3 2017.
  • 193 funds tracked by Wall St. Rank held Upbound Group as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.