TWI
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Thomas White International’s Upbound Group UPBD Stock Holding History

Thomas White International’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
-575
Closed -$9K – 309
2015
Q4 		$9K Hold
575
– – ﹤0.01% 294
2015
Q3 		$14K Buy
+575
New +$15.4K ﹤0.01% 301
2014
Q1 		– Sell
-185
Closed -$6K – 387
2013
Q4 		$6K Hold
185
– – ﹤0.01% 356
2013
Q3 		$7K Hold
185
– – ﹤0.01% 350
2013
Q2 		$7K Buy
+185
New +$6.7K ﹤0.01% 311

Other funds holding UPBD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Thomas White International's UPBD Position: Q1 2016 in Review

Thomas White International sold out of Upbound Group (UPBD) in Q1 2016, closing a stake of 575 shares — an estimated $9K sold.

Thomas White International first reported a position in UPBD in Q2 2013 and held it in 5 quarters. The position peaked at $14K in Q3 2015. 190 funds tracked by Wall St. Rank hold UPBD as of Q1 2016.

  • Thomas White International reported no remaining Upbound Group position as of Q1 2016 after selling out during the quarter.
  • Thomas White International sold 575 Upbound Group shares in Q1 2016, an estimated $9K.
  • Thomas White International first reported a position in Upbound Group in Q2 2013 and held it in 5 quarters.
  • Thomas White International's Upbound Group position peaked at $14K in Q3 2015.
  • 190 funds tracked by Wall St. Rank held Upbound Group as of Q1 2016.

Based on Thomas White International's 13F filing for Q1 2016, filed 29 Apr 2016.