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United Capital Financial Advisors’s Upbound Group UPBD Stock Holding History

United Capital Financial 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
2018
Q1 		– Sell
-339,582
Closed -$3.77M – 1367
2017
Q4 		$3.77M Sell
339,582
-17,094
-5% -$187K 0.03% 458
2017
Q3 		$4.09M Sell
356,676
-16,556
-4% -$205K 0.03% 423
2017
Q2 		$4.37M Buy
373,232
+1,151
+0.3% +$13K 0.04% 408
2017
Q1 		$3.3M Buy
372,081
+64,923
+21% +$590K 0.03% 449
2016
Q4 		$3.46M Buy
307,158
+30,714
+11% +$342K 0.03% 448
2016
Q3 		$3.49M Buy
276,444
+23,589
+9% +$295K 0.03% 458
2016
Q2 		$3.03M Buy
252,855
+15,143
+6% +$204K 0.03% 462
2016
Q1 		$3.77M Buy
237,712
+34,490
+17% +$460K 0.04% 395
2015
Q4 		$3.04M Buy
203,222
+60,055
+42% +$1.15M 0.04% 454
2015
Q3 		$3.47M Buy
143,167
+11,454
+9% +$308K 0.04% 396
2015
Q2 		$3.73M Buy
131,713
+31,121
+31% +$934K 0.04% 418
2015
Q1 		$2.98M Buy
100,592
+35,215
+54% +$1.07M 0.04% 463
2014
Q4 		$2.37M Buy
65,377
+34,541
+112% +$1.11M 0.04% 425
2014
Q3 		$936K Sell
30,836
-2,003
-6% -$53.9K 0.02% 616
2014
Q2 		$942K Buy
32,839
+22,773
+226% +$644K 0.02% 573
2014
Q1 		$268K Buy
+10,066
New +$273K 0.01% 809

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
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 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
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

United Capital Financial Advisors's UPBD Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Upbound Group (UPBD) in Q1 2018, closing a stake of 339,582 shares — an estimated $3.77M sold.

United Capital Financial Advisors first reported a position in UPBD in Q1 2014 and held it in 16 quarters. The position peaked at $4.37M in Q2 2017. 182 funds tracked by Wall St. Rank hold UPBD as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Upbound Group position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 339,582 Upbound Group shares in Q1 2018, an estimated $3.77M.
  • United Capital Financial Advisors first reported a position in Upbound Group in Q1 2014 and held it in 16 quarters.
  • United Capital Financial Advisors's Upbound Group position peaked at $4.37M in Q2 2017.
  • 182 funds tracked by Wall St. Rank held Upbound Group as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.