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Rational Advisors’s Upbound Group UPBD Stock Holding History

Rational 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
2013
Q4 		$862K Hold
25,850
– – 0.07% 298
2013
Q3 		$985K Hold
25,850
– – 0.08% 320
2013
Q2 		$971K Buy
+25,850
New +$936K 0.08% 318

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
Northern Trust
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

Rational Advisors's UPBD Position: Q4 2013 in Review

Rational Advisors held its Upbound Group (UPBD) position steady in Q4 2013 at 25,850 shares worth $862K. The position accounts for 0.07% of the portfolio, ranked #298.

Rational Advisors first reported a position in UPBD in Q2 2013 and has held it in 3 quarters since. The position peaked at $985K in Q3 2013. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2013.

  • Rational Advisors held 25,850 shares of Upbound Group worth $862K as of Q4 2013.
  • Rational Advisors left its Upbound Group share count unchanged in Q4 2013.
  • Upbound Group made up 0.07% of Rational Advisors's portfolio in Q4 2013, its #298 holding.
  • Rational Advisors first reported a position in Upbound Group in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Upbound Group position peaked at $985K in Q3 2013.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.