Old Mutual Customised Solutions’s Upbound Group UPBD Stock Holding History

Old Mutual Customised Solutions’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
2018 Q1	–	Sell	-2,900	Closed	-$32K	–	743
2017 Q4	$32K	Hold	2,900	–	–	﹤0.01%	735
2017 Q3	$33K	Hold	2,900	–	–	﹤0.01%	777
2017 Q2	$34K	Hold	2,900	–	–	0.01%	770
2017 Q1	$26K	Hold	2,900	–	–	﹤0.01%	782
2016 Q4	$33K	Hold	2,900	–	–	0.01%	795
2016 Q3	$37K	Hold	2,900	–	–	0.01%	688
2016 Q2	$36K	Hold	2,900	–	–	0.01%	698
2016 Q1	$46K	Hold	2,900	–	–	0.01%	674
2015 Q4	$43K	Hold	2,900	–	–	0.01%	685
2015 Q3	$70K	Hold	2,900	–	–	0.02%	660
2015 Q2	$82K	Hold	2,900	–	–	0.02%	663
2015 Q1	$80K	Hold	2,900	–	–	0.02%	667
2014 Q4	$105K	Hold	2,900	–	–	0.03%	578
2014 Q3	$88K	Hold	2,900	–	–	0.02%	600
2014 Q2	$83K	Hold	2,900	–	–	0.02%	633
2014 Q1	$77K	Hold	2,900	–	–	0.02%	640
2013 Q4	$97K	Hold	2,900	–	–	0.03%	605
2013 Q3	$111K	Sell	2,900 -400	-12%	-$15.4K	0.03%	559
2013 Q2	$124K	Buy	+3,300	New	+$120K	0.04%	536

Other funds holding UPBD

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Philadelphia Financial Management of San Francisco San Francisco, California $312M AUM 30.02% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VIEX Capital Advisors Sunny Isles Beach, Florida $29.7M AUM 55.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return