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Securian Asset Management’s Upbound Group UPBD Stock Holding History

Securian Asset Management’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
2016
Q1 		– Sell
-6,956
Closed -$104K – 991
2015
Q4 		$104K Sell
6,956
-383
-5% -$7.31K ﹤0.01% 983
2015
Q3 		$178K Sell
7,339
-100
-1% -$2.69K 0.01% 948
2015
Q2 		$211K Sell
7,439
-100
-1% -$3K 0.01% 950
2015
Q1 		$207K Buy
7,539
+242
+3% +$7.37K 0.01% 961
2014
Q4 		$265K Sell
7,297
-100
-1% -$3.22K 0.01% 930
2014
Q3 		$224K Hold
7,397
– – 0.01% 942
2014
Q2 		$212K Sell
7,397
-207
-3% -$5.85K 0.01% 954
2014
Q1 		$202K Sell
7,604
-100
-1% -$2.71K 0.01% 924
2013
Q4 		$257K Sell
7,704
-200
-3% -$6.92K 0.01% 909
2013
Q3 		$301K Sell
7,904
-745
-9% -$28.7K 0.01% 859
2013
Q2 		$325K Buy
+8,649
New +$313K 0.01% 818

Other funds holding UPBD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return