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PEAK6 Group’s Upbound Group UPBD Stock Holding History

PEAK6 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
2017
Q1 		– Sell
-61,400
Closed -$691K – 5032
2016
Q4 		$691K Buy
+61,400
New +$684K ﹤0.01% 2203
2016
Q2 		– Sell
-35,000
Closed -$555K – 4797
2016
Q1 		$555K Buy
+35,000
New +$467K ﹤0.01% 2186
2015
Q4 		– Sell
-31,100
Closed -$754K – 5312
2015
Q3 		$754K Sell
31,100
-98,000
-76% -$2.63M ﹤0.01% 2496
2015
Q2 		$3.66M Buy
129,100
+7,000
+6% +$210K 0.02% 1038
2015
Q1 		$3.35M Buy
122,100
+121,100
+12,110% +$3.69M 0.03% 915
2014
Q4 		$36K Sell
1,000
-3,000
-75% -$96.6K ﹤0.01% 4239
2014
Q3 		$121K Sell
4,000
-16,700
-81% -$449K ﹤0.01% 3677
2014
Q2 		$594K Buy
20,700
+2,700
+15% +$76.4K 0.01% 2149
2014
Q1 		$479K Buy
+18,000
New +$488K ﹤0.01% 2592

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 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 $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PEAK6 Group's UPBD Position: Q2 2016 in Review

PEAK6 Group sold out of Upbound Group (UPBD) in Q2 2016, closing a stake of 15,478 shares — an estimated $245K sold.

PEAK6 Group first reported a position in UPBD in Q4 2013 and held it in 6 quarters. The position peaked at $2.38M in Q1 2015. 201 funds tracked by Wall St. Rank hold UPBD as of Q2 2016.

  • PEAK6 Group reported no remaining Upbound Group position as of Q2 2016 after selling out during the quarter.
  • PEAK6 Group sold 15,478 Upbound Group shares in Q2 2016, an estimated $245K.
  • PEAK6 Group first reported a position in Upbound Group in Q4 2013 and held it in 6 quarters.
  • PEAK6 Group's Upbound Group position peaked at $2.38M in Q1 2015.
  • 201 funds tracked by Wall St. Rank held Upbound Group as of Q2 2016.

Based on PEAK6 Group's 13F filing for Q2 2016, filed 10 Aug 2016.