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Spot Trading’s Upbound Group UPBD Stock Holding History

Spot Trading’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
Q2 		– Sell
-3,908
Closed -$62K – 3848
2016
Q1 		$62K Sell
3,908
-15,380
-80% -$205K ﹤0.01% 2750
2015
Q4 		$289K Buy
+19,288
New +$368K ﹤0.01% 2266
2015
Q3 		– Sell
-19,218
Closed -$545K – 4280
2015
Q2 		$545K Sell
19,218
-17,426
-48% -$523K 0.01% 2057
2015
Q1 		$1.01M Buy
+36,644
New +$1.12M 0.01% 1594

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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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 $3.37T AUM 44.26% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Spot Trading's UPBD Position: Q2 2016 in Review

Spot Trading sold out of Upbound Group (UPBD) in Q2 2016, closing a stake of 3,908 shares — an estimated $62K sold.

Spot Trading first reported a position in UPBD in Q1 2015 and held it in 4 quarters. The position peaked at $1.01M in Q1 2015. 202 funds tracked by Wall St. Rank hold UPBD as of Q2 2016.

  • Spot Trading reported no remaining Upbound Group position as of Q2 2016 after selling out during the quarter.
  • Spot Trading sold 3,908 Upbound Group shares in Q2 2016, an estimated $62K.
  • Spot Trading first reported a position in Upbound Group in Q1 2015 and held it in 4 quarters.
  • Spot Trading's Upbound Group position peaked at $1.01M in Q1 2015.
  • 202 funds tracked by Wall St. Rank held Upbound Group as of Q2 2016.

Based on Spot Trading's 13F filing for Q2 2016, filed 2 Aug 2016.