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Nationwide Fund Advisors’s Upbound Group UPBD Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-197,783
Closed -$2.27M – 2000
2017
Q3 		$2.27M Buy
197,783
+39,612
+25% +$490K 0.01% 1390
2017
Q2 		$1.85M Sell
158,171
-39,451
-20% -$446K 0.01% 1462
2017
Q1 		$1.75M Sell
197,622
-208,348
-51% -$1.89M 0.01% 1469
2016
Q4 		$4.57M Buy
405,970
+117,254
+41% +$1.31M 0.02% 1032
2016
Q3 		$3.65M Buy
288,716
+123,143
+74% +$1.54M 0.02% 1134
2016
Q2 		$2.03M Buy
165,573
+118,662
+253% +$1.6M 0.01% 1354
2016
Q1 		$758K Sell
46,911
-85,562
-65% -$1.14M ﹤0.01% 1859
2015
Q4 		$1.98M Buy
132,473
+810
+0.6% +$15.5K 0.01% 1363
2015
Q3 		$3.19M Sell
131,663
-200
-0.2% -$5.37K 0.01% 1140
2015
Q2 		$3.74M Sell
131,863
-6,501
-5% -$195K 0.02% 1115
2015
Q1 		$3.8M Sell
138,364
-1,152
-0.8% -$35.1K 0.02% 1119
2014
Q4 		$5.07M Sell
139,516
-1,378
-1% -$44.4K 0.02% 932
2014
Q3 		$4.28M Buy
140,894
+837
+0.6% +$22.5K 0.02% 1022
2014
Q2 		$4.02M Sell
140,057
-1,941
-1% -$54.9K 0.02% 1110
2014
Q1 		$3.78M Sell
141,998
-2,837
-2% -$76.9K 0.02% 1018
2013
Q4 		$4.83M Sell
144,835
-1,849
-1% -$64K 0.02% 970
2013
Q3 		$5.59M Sell
146,684
-4,430
-3% -$171K 0.03% 849
2013
Q2 		$5.67M Buy
+151,114
New +$5.47M 0.03% 742

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $312M AUM 30.02% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return