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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
2017
Q3 		$228K Sell
19,900
-1,800
-8% -$22.3K ﹤0.01% 2154
2017
Q2 		$254K Buy
+21,700
New +$245K 0.01% 2073
2017
Q1 		– Sell
-5,800
Closed -$65K – 3327
2016
Q4 		$65K Buy
+5,800
New +$64.6K ﹤0.01% 2344
2016
Q2 		– Sell
-3,700
Closed -$59K – 3847
2016
Q1 		$59K Buy
+3,700
New +$49.4K ﹤0.01% 2762
2014
Q3 		– Sell
-10,000
Closed -$287K – 4725
2014
Q2 		$287K Sell
10,000
-200
-2% -$5.66K ﹤0.01% 3099
2014
Q1 		$271K Buy
+10,200
New +$276K ﹤0.01% 2969
2013
Q3 		– Sell
-18,400
Closed -$691K – 4454
2013
Q2 		$691K Buy
+18,400
New +$667K ﹤0.01% 2188

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $9.73B AUM 55.65% 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 $37.7B AUM 34.44% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $654B AUM 26.35% 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. 201 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.
  • 201 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.