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R.H. Bluestein & Co’s Upbound Group UPBD Stock Holding History

R.H. Bluestein & Co’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
2014
Q1 		– Sell
-32,000
Closed -$1.07M – 391
2013
Q4 		$1.07M Buy
+32,000
New +$1.11M 0.07% 108

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

R.H. Bluestein & Co's UPBD Position: Q1 2014 in Review

R.H. Bluestein & Co sold out of Upbound Group (UPBD) in Q1 2014, closing a stake of 32,000 shares — an estimated $1.07M sold.

R.H. Bluestein & Co first reported a position in UPBD in Q4 2013 and held it in 1 quarter. The position peaked at $1.07M in Q4 2013. 183 funds tracked by Wall St. Rank hold UPBD as of Q1 2014.

  • R.H. Bluestein & Co reported no remaining Upbound Group position as of Q1 2014 after selling out during the quarter.
  • R.H. Bluestein & Co sold 32,000 Upbound Group shares in Q1 2014, an estimated $1.07M.
  • R.H. Bluestein & Co first reported a position in Upbound Group in Q4 2013 and held it in 1 quarter.
  • R.H. Bluestein & Co's Upbound Group position peaked at $1.07M in Q4 2013.
  • 183 funds tracked by Wall St. Rank held Upbound Group as of Q1 2014.

Based on R.H. Bluestein & Co's 13F filing for Q1 2014, filed 13 May 2014.