V Wealth Advisors’s Upbound Group UPBD Stock Holding History

V 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
2017 Q3	–	Sell	-331	Closed	-$4K	–	679
2017 Q2	$4K	Buy	+331	New	+$3.74K	﹤0.01%	688

Other funds holding UPBD

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

V Wealth Advisors's UPBD Position: Q3 2017 in Review

V Wealth Advisors sold out of Upbound Group (UPBD) in Q3 2017, closing a stake of 331 shares — an estimated $4K sold.

V Wealth Advisors first reported a position in UPBD in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 187 funds tracked by Wall St. Rank hold UPBD as of Q3 2017.

V Wealth Advisors reported no remaining Upbound Group position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 331 Upbound Group shares in Q3 2017, an estimated $4K.
V Wealth Advisors first reported a position in Upbound Group in Q2 2017 and held it in 1 quarter.
V Wealth Advisors's Upbound Group position peaked at $4K in Q2 2017.
187 funds tracked by Wall St. Rank held Upbound Group as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.