NatWest Group’s Upbound Group UPBD Stock Holding History

NatWest Group’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	-7,491	Closed	-$285K	–	895
2013 Q3	$285K	Buy	+7,491	New	+$289K	0.01%	903

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LCP

Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

NatWest Group's UPBD Position: Q4 2013 in Review

NatWest Group sold out of Upbound Group (UPBD) in Q4 2013, closing a stake of 7,491 shares — an estimated $285K sold.

NatWest Group first reported a position in UPBD in Q3 2013 and held it in 1 quarter. The position peaked at $285K in Q3 2013. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2013.

NatWest Group reported no remaining Upbound Group position as of Q4 2013 after selling out during the quarter.
NatWest Group sold 7,491 Upbound Group shares in Q4 2013, an estimated $285K.
NatWest Group first reported a position in Upbound Group in Q3 2013 and held it in 1 quarter.
NatWest Group's Upbound Group position peaked at $285K in Q3 2013.
204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2013.

Based on NatWest Group's 13F filing for Q4 2013, filed 13 Feb 2014.