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Ropes Wealth Advisors’s Upbound Group UPBD Stock Holding History

Ropes Wealth 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
2018
Q1 		– Sell
-952
Closed -$11K – 748
2017
Q4 		$11K Hold
952
– – ﹤0.01% 524
2017
Q3 		$11K Buy
+952
New +$11.8K ﹤0.01% 507

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Ropes Wealth Advisors's UPBD Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Upbound Group (UPBD) in Q1 2018, closing a stake of 952 shares — an estimated $11K sold.

Ropes Wealth Advisors first reported a position in UPBD in Q3 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 182 funds tracked by Wall St. Rank hold UPBD as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Upbound Group position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 952 Upbound Group shares in Q1 2018, an estimated $11K.
  • Ropes Wealth Advisors first reported a position in Upbound Group in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Upbound Group position peaked at $11K in Q4 2017.
  • 182 funds tracked by Wall St. Rank held Upbound Group as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.