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Summit Financial Wealth Advisors’s Upbound Group UPBD Stock Holding History

Summit Financial 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
2015
Q4 		– Sell
-2,054
Closed -$49K – 208
2015
Q3 		$49K Hold
2,054
– – 0.03% 125
2015
Q2 		$58K Hold
2,054
– – 0.04% 128
2015
Q1 		$67K Buy
+2,054
New +$62.6K 0.05% 106

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $55.1B AUM 45.38% 1-Year Est. Return

Summit Financial Wealth Advisors's UPBD Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Upbound Group (UPBD) in Q4 2015, closing a stake of 2,054 shares — an estimated $49K sold.

Summit Financial Wealth Advisors first reported a position in UPBD in Q1 2015 and held it in 3 quarters. The position peaked at $67K in Q1 2015. 205 funds tracked by Wall St. Rank hold UPBD as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Upbound Group position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,054 Upbound Group shares in Q4 2015, an estimated $49K.
  • Summit Financial Wealth Advisors first reported a position in Upbound Group in Q1 2015 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Upbound Group position peaked at $67K in Q1 2015.
  • 205 funds tracked by Wall St. Rank held Upbound Group as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.